Nvidia, Broadcom May Be Safe From 32-GW AI Power Shortfall: Morgan Stanley

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Nvidia, Broadcom May Be Safe From 32-GW AI Power Shortfall: Morgan Stanley

By Daragh Thomas
Publication Date: 2026-10-05 18:51:00

Morgan Stanley sees a 32-GW U.S. data-center power shortfall but says Nvidia and Broadcom’s 2027 outlooks may be protected.

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