By Nikhil Tiwari
Publication Date: 2026-10-05 15:30:00
Nvidia and Broadcom are unlikely to see their 2027 forecasts disrupted by growing power constraints at US data centres, even as electricity shortages threaten to slow parts of the broader artificial intelligence chip supply chain, Morgan Stanley said.
The brokerage estimates that US data-centre developers face a 34% net power shortfall through 2028, equivalent to around 32 gigawatts, even after accounting for alternatives such as behind-the-meter generation and fuel cells.
The rapid expansion of generative AI has driven billions of dollars into data-centre construction, but the sector’s rising electricity requirements are increasingly colliding with limitations in US power availability.
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