2026年10月5日 10:15 ET 发布 · 更新于 1 个月前 · 1 个来源
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
reuters
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原始报道
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.
原文