摩根士丹利稱，AI電力短缺正衝擊晶片供應鏈。根據摩根士丹利的報告，英偉達和博通未受此影響。引述“AI電力短缺衝擊晶片供應鏈”— 摩根士丹利來源Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyReuters
