By TradingView
Publication Date: 2026-10-06 16:52:00
Nvidia, the AI-accelerator and computing-platform leader NVDA, gained approximately 1.4% to $242.27 at 10.15am as of October 6, extending Monday’s advance. Electricity shortages are a real threat to the AI buildout. But according to Reuters’ reporting, Morgan Stanley does not expect those bottlenecks to derail Nvidia’s 2027 forecasts.
The bank estimates U.S. data-center developers face a 32-gigawatt net power shortfall through 2028, even after allowing for alternative supplies. Its argument: Nvidia’s insight into chip destinations and coordination with customers offer protection, while memory and optical suppliers face greater exposure to deployment delays. The valuation picture shows shares 39.93% below the $403.34 GF Value estimatea sizable modeled discount, but no guarantee that the gap closes.
The stakes are enormous. Nvidia reported $89 billion in quarterly data-center revenue, roughly 92.5% of its $96.2 billion total. That makes power availability a business issue, not just an engineering headache. Morgan Stanley’s assessment offers reassurance, but insulation is not immunity. Investors still need to watch whether customers can energize new capacity on schedule. Strong demand can fill an order book; getting racks operational determines how smoothly that demand becomes revenue.