Morgan Stanley: 32GW Power Gap Threatens AI Chip Boom - NVDA & AVGO Safe, But These Stocks Could Crash

Bullish

What Happened

Morgan Stanley warns of a 32GW net power shortfall (34% of demand) for US data centers from 2026-2028, but believes Nvidia and Broadcom are insulated due to superior deployment visibility and efficiency.

Bottom Line

Power is the new bottleneck for AI infrastructure, but Nvidia and Broadcom's moats make them defensive plays, while tail-end component makers are vulnerable.

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