Intel and Broadcom CEOs warn capital could become AI's biggest bottleneck

Broadcom CEO Hock Tan said at the DBS Asia Future Forward Conference in Singapore that capital could be a bigger constraint on AI expansion than shortages of semiconductors, memory chips or electricity.

Intel CEO Lip-Bu Tan cited the rising cost of capital and said investors want to see returns on AI spending. Hock Tan said demand for compute infrastructure exceeds supply and could persist through 2029 or into 2030.