✉news TechnologySemiconductors first seen 1 d ago, last 10 h ago, peak #18
AI power crunch strains chip supply chain, Morgan Stanley says
Original: Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
Morgan Stanley says a growing power shortage is disrupting the semiconductor supply chain as AI data centre demand surges, but Nvidia and Broadcom are expected to remain insulated from the worst effects. The investment bank's analysis highlights electricity availability as an emerging bottleneck for chipmakers and cloud providers racing to build AI infrastructure.
Why now: Investors are weighing which chipmakers will withstand power constraints as AI infrastructure demand outpaces electricity supply.
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