Morgan Stanley: AI energiya yetishmovchiligi ta’minot zanjiriga ta’sir ko‘rsatmoqda, NVIDIA va Broadcom bu ta’sirdan asragan.
路透社2026/10/05 14:16Reuters, 5 October — JPMorgan Stanley stated on Monday that NVIDIA and Broadcom are somewhat immune to the worsening power shortages in US data centers, but AI deployment delays resulting from these shortages may affect manufacturers of memory, optoelectronic, and other secondary chip components. Last month, the brokerage estimated that, after considering measures such as onsite power generation and fuel cells, US data center developers will face a 34% net power deficit, equivalent to 32GW, by 2028. The AI boom has led to multi-billion dollars in data center investment, but the immense computing and power requirements of generative AI are increasingly clashing with America’s electricity supply challenges. Both JPMorgan Stanley and Goldman Sachs have noted that US data center construction is facing increasingly tight limitations; Goldman Sachs expects political resistance to have limited impact in the short term, while JPMorgan Stanley sees challenges in labor, electricity, and politics. JPMorgan Stanley said these bottlenecks will not threaten NVIDIA or Broadcom’s 2027 forecasts, due to these companies’ clear visibility into chip layout, geographic expansion, and coordination between data centers, semiconductor suppliers, and power supply chains. The brokerage said if chip capacity cannot be utilized, clients may delay deliveries or cancel orders, with memory, optical devices, power management, and analog components most susceptible to inventory disruptions. (To facilitate non-English speakers, Reuters provides automated translation of its reports into several other languages. Due to possible inaccuracies or omissions of context in automated translation, Reuters does not guarantee the accuracy of automated translations and provides them solely for reader convenience. Reuters assumes no liability for any damages or losses resulting from the use of automated translation functionality.)
Reuters, 5-oktyabr - Morgan Stanley dushanba kuni maʼlum qildiki, NVIDIA (NVDA.O) va Broadcom (AVGO.O) kengayib borayotgan Qo‘shma Shtatlarda maʼlumot markazlarida elektr ta’minoti yetishmasligi muammosidan qisman himoyalangan, biroq sun’iy intellekt joriy etilishidagi kechikish natijasida xotira, fotonik va boshqa ikkilamchi chip komponentlarini ishlab chiqaruvchilarga ham ta’siri bo‘lishi mumkin.
Ushbu broker o‘tgan oy hisob-kitob qilganidek, foydalanuvchi tomoni ishlab chiqarish va yoqilg‘i elementlari kabi choralar inobatga olinganda, 2028-yilgacha AQShdagi maʼlumot markazi ishlab chiquvchilari 34% sof elektr taqchilligiga duch keladi, bu esa jami 32 gigavattga teng.
AI bo‘yicha yuksak talab o‘nlab milliard dollar miqdoridagi ma’lumot markazlariga investitsiyalar olib kelgan bo‘lsa-da, generativ AI ning ulkan hisoblash va elektr energiyasiga ehtiyoji AQSh elektr ta’minoti muammolari bilan tobora ko‘proq to‘qnash kelyapti.
Morgan Stanley va Goldman Sachs ham AQShda ma’lumot markazlari qurilishi tobora ko‘proq cheklovlarga duch kelayotganini ta’kidlagan; Goldman Sachs siyosiy to‘siqlar qisqa muddatda cheklangan ta’sir ko‘rsatishini prognoz qilsa, Morgan Stanley ishchi kuchi, elektr va siyosiy sohalarda muammolar mavjudligini qayd etdi.
Morgan Stanley qayd etadiki, bu bo‘g‘inlar NVIDIA yoki Broadcomning 2027-yil prognozlarini xavf ostiga qo‘ymaydi, sababi ushbu ikki kompaniya chip joylashuvi, hududiy kengayish hamda ma’lumot markazlari, yarimo‘tkazgich yetkazib beruvchilari va elektr energiyasi zanjiri o‘rtasidagi muvofiqlik yuzasidan aniq ko‘rinishga ega.
Brokerning so‘zlariga ko‘ra, agar chip ishlab chiqarish quvvati to‘liq ishga tushirilmasa, mijozlar yetkazib berishni kechiktirishi yoki buyurtmalarini bekor qilishi mumkin, bunda ayniqsa xotira, optik qurilmalar, energiya boshqaruvi va analog komponentlar zaxiralarning buzilishiga eng zaif bo‘ladi.
(Ingliz tili ona tili bo‘lmagan o‘quvchilar uchun qulaylik yaratish maqsadida, Reuters o‘z xabarlarini avtomatlashtirilgan tarzda boshqa bir nechta tillarga tarjima qiladi. Avtomatik tarjima noaniqligi yoki zarur kontekst yo‘qligi sababli, Reuters avtomatlashtirilgan tarjimaning aniqligiga kafolat bermaydi va bu xizmat faqat o‘quvchilar uchun qulaylik sifatida taqdim etiladi. Avtomat tarjima funksiyasidan foydalanish natijasida yuzaga keladigan har qanday zarar yoki yo‘qotish uchun Reuters javobgar emas.)
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
AQSh va Hindiston savdo muzokaralari to‘xtab qolgan, Hindiston moliya vaziri: "Bu platforma bosqichiga yetdi", chegirmalarga imkoniyat juda cheklangan.
Hindiston moliya vaziri Nirmala Sitharaman dushanba kuni muzokara jarayoni “qiyin va talabchan” bo‘lib, hozirda tomonlar “platforma davri”ga yetganini, “davom ettirish yoki so‘rash juda qiyin bo‘lishi mumkin”ligini ta’kidladi. U, shu bilan birga, imkoniyat qoldirib, “Agar harakat qilish uchun joy bo‘lsa, ikki tomon ham shuni qilishi mumkin”, dedi. AQSh savdo vakili Jamieson Greer o‘tgan juma kuni muzokaralar “oxirgi bosqichda” ekanligini aytgan, biroq yakuniy kelishuvga erishish “yaqin emas”ligini bildirgan.
Puell Multiple 1.00 dan oshdi, bu jamg‘arib borish bosqichi yakunlanganini anglatadi
BUZZ-Fast LNG qurilmasi to'xtatildi, New Fortress Energy aksiyalari pasaydi
5-oktabr – AQShning suyuq gaz kompaniyasi New Fortress Energy (NFE.O) aksiyalari 14.3%ga tushib, tarixiy minimum – $5.63ga yetdi. NFE xabariga ko‘ra, Fast LNG qurilmasi ichidagi gaz turbinasining mexanik nosozligi tufayli to‘xtatilgan. Kompaniya ta’kidlashicha, turbin ishlab chiqaruvchisi bilan faol hamkorlik qilayotgan bo‘lib, qurilmaning ishga qaytishini tezlashtirishga harakat qilmoqda. NFE kutmoqdaki, Fast LNG qurilmasi to‘rtinchi chorakda ishga qaytadi. Ushbu savdo kunidagi pasayish hisobga olinganda, kompaniya aksiyalari yil boshidan buyon 90.1%ga arzonlashgan. (Reuters avtomatik tarzda ma’lumotni bir necha tilga tarjima qiladi. Avtomatik tarjimalar noto‘g‘ri yoki kontekst yetarli bo‘lmasligi mumkin. Reuters avtomatik tarjima matnining aniqligi uchun javobgar emas va uni faqat o‘quvchilar qulayligi uchun taqdim etadi. Avtomatik tarjima xizmatidan kelib chiqadigan zarar yoki yo‘qotishlar uchun Reuters javobgar emas.)
New Fortress Energy Fast LNG qurilmasi to‘xtatilganini bildiradi, aktsiya narxi 14% ga quladi
Reuters, 5 October - New Fortress Energy (NFE.O) has announced on Monday that its Fast LNG plant has ceased operations due to a mechanical fault in its gas turbine, causing its share price to plunge 14% and reach a record low. The shutdown comes as LNG prices are rising and disrupts the production plans of the Fast LNG facility. Since the beginning of the year, the plant has exported one LNG shipment per month to Puerto Rico to help the US territory address its power supply challenges. Further details: According to regulatory filings by New Fortress Group, the company is actively cooperating with the turbine manufacturer to restore the floating LNG (FLNG) unit, which is a key component of its LNG business. The company expects the unit to resume operations in the fourth quarter. According to prior disclosures, the annual production capacity of the Fast LNG facility is 1.4 million tons. (Note: Reuters provides its reporting in several automated translations for the convenience of non-English speakers. Automated translations may contain errors or lack necessary context, and Reuters does not guarantee the accuracy of automated translation texts and only provides them for convenience. Reuters is not liable for any damage or loss caused by the use of automated translations.)
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