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

Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan warned that capital access and rising financing costs could become the biggest constraints on AI infrastructure growth, surpassing chip and power shortages. They noted that while supply bottlenecks may ease by 2028-29, funding challenges could pressure long-term returns on AI investments. Despite these concerns, both remain optimistic about strong near-term demand for AI computing capacity.