Broadcom (AVGO) Is Seen As Resilient To 32 Gigawatt Power Shortfalls

Morgan Stanley flags Broadcom (NasdaqGS:AVGO) as relatively resilient to U.S. data-center power shortages affecting AI buildouts. The bank frames a 32-gigawatt U.S. data-center power shortfall as a risk for many AI hardware suppliers. Broadcom is cited as benefiting from diversified regional demand, detailed tracking of AI product rollouts, and close ties to utilities and data-center operators. Morgan Stanley's focus on Broadcom's insulation from the 32-gigawatt power gap sits within a broader set of AI-infrastructure findings. Take a look at 1 warning sign we have identified for Broadcom. Readers looking for more ways to position around AI infrastructure themes may want to continue with 92 AI infrastructure stocks.