Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley摩根士丹利称，人工智能功耗危机冲击芯片供应链，英伟达和博通幸免于难。
Oct 5 (Reuters) - Nvidia and Broadcom are relatively insulated from a worsening US data-center power crunch, but any resultant delay in AI deployments can affect makers of memory, optical and other secondary chip components, Morgan Stanley said on Monday.
An NVIDIA logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration
Oct 5 (Reuters) - Nvidia and Broadcom are relatively insulated from a worsening US data-center power crunch, but any resultant delay in AI deployments can affect makers of memory, optical and other secondary chip components, Morgan Stanley said on Monday.
• The brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after accounting for measures such as behind-the-meter generation and fuel cells
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这张摄于2025年8月25日的插图显示了NVIDIA的标志和一块电脑主板。路透社/Dado Ruvic/插图
10 月 5 日（路透社）——摩根士丹利周一表示，英伟达和博通受美国数据中心电力短缺加剧的影响相对较小，但由此导致的 AI 部署延迟可能会影响内存、光模块和其他辅助芯片组件的制造商。
• 该券商上月估计，到2028年，美国数据中心开发商在考虑了用户侧发电和燃料电池等措施后，将面临34%的净电力缺口，相当于32吉瓦。
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