The CEOs of Intel and Broadcom have warned that the demand for computing infrastructure will continue to outstrip supply, but access to capital may become a major constraint on the AI boom. On October 12, Broadcom CEO Hock Tan pointed out at an event in Singapore that as the industry races to build infrastructure to support complex AI models, financing could pose a bigger obstacle to AI expansion, potentially surpassing shortages in semiconductors, memory chips, or electricity. Intel CEO Chen Liwu echoed similar concerns, mentioning the rising cost of capital and market doubts about whether companies making significant AI investments can achieve sufficient returns.
