---
title: "Morgan Stanley: US Data Center Power Gap Reaches 34%; Top Chip Makers Temporarily Immune, Mid- and Downstream Segments Under Pressure"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300939175.md"
description: "A Morgan Stanley research report points out that the net power shortfall for US data centers will reach 32 GW from 2026 to 2028, accounting for 34% of total demand, becoming a core bottleneck for AI computing expansion. NVIDIA and Broadcom are temporarily unaffected due to their strategic positioning, but mid- and downstream segments such as ASICs, memory, and optical modules face significant risks of demand volatility"
datetime: "2026-10-05T13:13:32.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300939175.md)
  - [en](https://longbridge.com/en/news/300939175.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300939175.md)
generator: "portal-rs"
---

# Morgan Stanley: US Data Center Power Gap Reaches 34%; Top Chip Makers Temporarily Immune, Mid- and Downstream Segments Under Pressure

However, the report emphasizes that NVIDIA and Broadcom, leveraging their global footprint, higher computing output per unit of electricity, and clear visibility across the supply chain, will not see their 2027 earnings guidance impacted by power constraints in the near term. In contrast, mid- and downstream segments including ASICs, memory, optical modules, and analog devices will face greater risks of demand volatility.

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [ANV.US](https://longbridge.com/en/quote/ANV.US.md)
- [AVGC.US](https://longbridge.com/en/quote/AVGC.US.md)
- [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md)
- [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md)
- [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md)
- [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md)
- [AVL.US](https://longbridge.com/en/quote/AVL.US.md)
- [AVS.US](https://longbridge.com/en/quote/AVS.US.md)
- [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md)
- [NVC.US](https://longbridge.com/en/quote/NVC.US.md)
- [NVD.US](https://longbridge.com/en/quote/NVD.US.md)
- [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md)
- [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md)
- [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVIB.US](https://longbridge.com/en/quote/NVIB.US.md)
- [NVII.US](https://longbridge.com/en/quote/NVII.US.md)
- [NVIT.US](https://longbridge.com/en/quote/NVIT.US.md)
- [NVW.US](https://longbridge.com/en/quote/NVW.US.md)
- [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md)
- [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [09388.HK](https://longbridge.com/en/quote/09388.HK.md)

## Related News & Research

- [Quantbot Technologies LP Trims Stock Holdings in NVIDIA Corporation $NVDA](https://longbridge.com/en/news/301234227.md)
- [Wall Street is inventing an entirely new financial system around Nvidia's AI chips](https://longbridge.com/en/news/301375274.md)
- [$5,000 Invested in Nvidia 5 Years Ago Would Be Worth $58,045 Today. Here’s How Much a $5,000 Investment Today Could Be Worth by 2031](https://longbridge.com/en/news/301411488.md)
- [BREAKINGVIEWS-Samsung's AI riches lag Nvidia's money machine](https://longbridge.com/en/news/301211946.md)
- [Is Nvidia, at Bargain Levels Right Now, a Buy? Here Are the Bull and Bear Cases.](https://longbridge.com/en/news/301252495.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**