Morgan Stanley says Nvidia and Broadcom are shielded from data-center power crunch
The power crunch is part of a broader strain on U.S. electricity infrastructure driven by gigawatt-scale AI data centers coming online this year. Hyperscale campuses running Nvidia's AI training chips can draw 120 to 140 kilowatts per rack, and the transmission infrastructure needed to power new facilities takes five to ten years to plan and energize Far longer than the 18 to 36 months it takes to build a data center.
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