Tuesday, 6 October, 2026
Teflon Tech: Why Nvidia and Broadcom are Immune to the US Power Crunch
By TechShots Studio
Despite a looming U.S. data-center power shortfall of 32 gigawatts through 2028, Morgan Stanley reports that Nvidia and Broadcom remain well-insulated. While power bottlenecks threaten secondary component and memory makers with delivery delays, tech giants leading the AI infrastructure boom continue to maintain robust visibility and strong forecasts.
Read full story at CIO ECONOMIC TIMES