Intel and Broadcom CEOs warn capital crunch could become AI's biggest bottleneck
Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan warned that access to capital could become the primary constraint on AI growth, surpassing shortages of chips, memory, or power. Speaking at the DBS Asia Future Forward Conference in Singapore, Hock Tan said financing might outweigh semiconductor and energy constraints as AI infrastructure demand outstrips supply. Lip-Bu Tan added that rising…
Key points
- Hock Tan said capital could be a bigger obstacle than chip, memory, or power shortages
- Lip-Bu Tan cited rising cost of capital and uncertain ROI as key concerns
- Both CEOs said near-term AI compute demand exceeds supply and may last until 2030
Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneck
CNBC Technology · 12 October 2026
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