Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley

Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley

来源:Reuters发布于 2026-10-05

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 com...

相关标的:AVGONVDA

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