https://www.live-feeds.com/feed/a-data-center-crunch-is-comingContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/a-data-center-crunch-is-cominghttps://www.live-feeds.com/feed/a-data-center-crunch-is-coming#u112168Fri, 09 Oct 2026 13:21:21 +0000The artificial intelligence industry faces a severe data-center power crunch and chip supply chain constraints as energy demand surges. Morgan Stanley reports that Nvidia and Broadcom remain shielded from these power bottlenecks impacting the broader chip supply chain. Meanwhile, Lumentum CEO Michael Hurlston stated in Tokyo that the company cannot meet about 70 percent of demand for some products through next year, and its AI optical components are sold out through 2029. In South Korea, refiners like SK Innovation are leveraging technology to expand into immersion cooling for AI data centers