At an event in Singapore, the chief executives of Intel and Broadcom warned that a lack of capital could become a major bottleneck for the AI boom. They spoke as demand for computing infrastructure continues to outstrip supply, according to CNBC.
Broadcom CEO Hock Tan was more specific, saying financing could be a bigger obstacle than shortages of semiconductors, memory chips, or electricity. He pointed to the scale of investment needed to build the infrastructure required for increasingly sophisticated AI models.
The two executives agreed on the risk, though the source only gives Tan's detailed ranking. The warning suggests that even if chip supply improves, the cost of building out AI systems may still limit growth.