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Morgan Stanley said it did not see worsening U.S. data-center power constraints putting Nvidia’s or Broadcom’s 2027 forecasts at risk, according to Reuters on October 5, 2026. The bank’s assessment is relative, not a claim that either company is immune: it pointed to visibility into where chips can be placed, expansion across regions, and coordination between data centers, semiconductor suppliers, and the power supply chain. The same constraints could leave suppliers of memory, optical, power-management, and analog components more exposed if customers delay deployments or change orders.
What Morgan Stanley said about Nvidia and Broadcom
Reuters reported that Morgan Stanley did not view power-related bottlenecks as a threat to Nvidia’s or Broadcom’s 2027 forecasts. Its reasoning, as reported, was that the companies have visibility into chip placement and can work with data-center and power-sector participants as projects develop. Geographic expansion may also give them more options when power availability differs from one location to another.
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That makes “relatively insulated” a more accurate description than “safe” or “immune.” The conclusion is an analyst judgment about forecasts, not evidence that power constraints cannot affect either company, nor confirmation of how future deployments or results will turn out. Reuters’ report, reproduced by Investing.com, is dated October 5, 2026.
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1Repair Windows errors before they cause bigger problems2Scan for outdated or missing drivers - takes under a minute3Clear out junk files and repair common Windows errorsHow large is the estimated U.S. data-center power gap?
Morgan Stanley estimated a net U.S. data-center power shortfall of 34%, equivalent to 32 gigawatts, through 2028. Reuters reported the estimate in October 2026 and said it accounts for measures including behind-the-meter generation and fuel cells. It is a forecast of a potential gap, not a measurement that 32 GW of demand is already going unmet.
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Power availability matters because a chip shipment does not by itself make a data center operational. A site also needs infrastructure and electricity, and delays in getting a project ready can affect when customers can install and use equipment. The size of any eventual disruption will depend on project timing, available power, and how customers respond.
Which chip suppliers could face more disruption?
Reuters said Morgan Stanley saw memory, optical, power-management, and analog components as the categories most exposed to inventory disruption if customers cannot deploy planned chip capacity. In that scenario, a delayed project could lead customers to push out or cancel orders, leaving suppliers with components tied to a deployment that is not proceeding on schedule. The reporting describes a risk conditional on delays and order changes; it does not say those cancellations have already occurred.
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| Supply-chain position | Potential exposure to a delayed deployment | What the reporting establishes |
|---|---|---|
| Nvidia and Broadcom | Relatively lower, in Morgan Stanley’s assessment, because of placement visibility, geographic options, and coordination with data-center and power-sector participants. | Reuters reported that Morgan Stanley did not see the bottlenecks putting their 2027 forecasts at risk. This is an analyst assessment, not a guarantee. |
| Memory, optical, power-management, and analog suppliers | Potentially higher if customers delay deployments and push out or cancel orders, disrupting inventories. | Reuters identified these as the most exposed component categories in that scenario; it did not report that disruption or cancellations had already happened. |
Quartz also relayed, with attribution to Benzinga, the possibility that chips could be redirected to projects with secured power. That is a secondary explanation, not a guarantee that supply can always be reassigned or that every delayed project has a ready alternative. Quartz’s October 6, 2026 report discusses the claim.
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Morgan Stanley Research estimated about $2.9 trillion in global data-center capital spending from 2025 through 2028, including roughly $1.3 trillion for construction and $1.6 trillion for hardware. It estimated approximately $1.7 trillion of that spending in the United States. These are model-based estimates, not audited totals or confirmed commitments. The report notes that construction takes multiple years and that some capital is spent before a facility’s operating year, so annual spending and operational capacity do not necessarily line up.
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The firm’s report, “Bridging the Data Center Gap”, also cites historical interconnection delays: projects built in 2022 took five years from interconnection request to commercial operation, compared with two years in 2015 and under two years in 2008, according to Lawrence Berkeley National Laboratory as quoted in the report. Those figures describe projects built in those years; they are not a universal estimate of how long every current project takes.
Morgan Stanley also expected some data-center workloads to be served outside the United States if power is insufficient domestically. That possibility helps explain why geography and project placement feature in the bank’s reasoning, but it does not establish how much activity will move or which locations will receive it.
Quick Recap
What this assessment does—and does not—tell readers
- It is a forecast assessment. Morgan Stanley’s conclusion concerns whether it saw the bottlenecks putting Nvidia’s and Broadcom’s 2027 forecasts at risk.
- It distinguishes supply-chain positions. The bank’s reported view is that large chip suppliers may have more placement and geographic flexibility than component suppliers exposed to inventories for delayed projects.
- It is not proof of realized outcomes. The cited reporting does not establish that the power shortfall has already caused order cancellations or that any company’s results are protected.
- It is not an investment recommendation. The reporting supports a discussion of uneven supply-chain exposure, not a buy-or-sell conclusion.
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