{
  "id": 12214961,
  "title": "Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley",
  "url": "https://urgent.news/2026/10/05/nvidia-broadcom-shielded-as-ai-power-crunch-hits-chip-supply-chain-12214961",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-05T19:00:28.000Z",
  "source": {
    "name": "Economic Times Tech",
    "slug": "economic-times-tech",
    "url": "https://economictimes.indiatimes.com/tech/technology/nvidia-broadcom-shielded-as-ai-power-crunch-hits-chip-supply-chain-says-morgan-stanley/articleshow/134716053.cms"
  },
  "original_language": "en",
  "account": null,
  "summary": "The brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after accounting for measures such as behind-the-meter generation and fuel cells",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Channel News Asia",
        "title": "Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley",
        "url": "https://urgent.news/2026/10/05/nvidia-broadcom-shielded-as-ai-power-crunch-hits-chip-supply-chain",
        "published": "2026-10-05T14:12:03.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}