Broadcom and Intel CEOs say capital could become AI's biggest bottleneck
Overview
Broadcom CEO Hock Tan says capital could be a bigger constraint on AI expansion than shortages of semiconductors, memory chips or electricity.
Speaking at the DBS Asia Future Forward Conference in Singapore, he said "If there's any challenge in the front, it's capital and the cost of capital," and that over the longer run "people want to see the ROI." Tan also said demand for compute infrastructure exceeds supply and could persist through 2029 or into 2030.
Intel CEO Lip-Bu Tan made a similar point, citing the rising cost of capital and saying investors want to see returns on AI spending.
Written by AI from the articles below · updated Oct 12, 4:53 AM ET
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- CNBC · TechnologyNewsIntel and Broadcom CEOs warn capital could become AI's biggest bottleneck
AIBroadcom 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.
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