Morgan Stanley expects power shortages to affect parts of the AI chip ecosystem unevenly, with memory, optical, power-management and analog suppliers facing greater inventory risks if data-centre deployments are delayed or customer orders are pushed back.
Morgan Stanley expects power shortages to affect parts of the AI chip ecosystem unevenly, with memory, optical, power-management and analog suppliers facing greater inventory risks if data-centre deployments are delayed or customer orders are pushed back.
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