Rohan Paul
@rohanpaul_ai
Broadcom CEO Hock Tan says capital, not chips, memory or power, may become AI’s biggest constraint.
inancing is harder to fix, because data centers and chips get paid for years before they earn anything, and higher bond yields raise that cost.
Intel CEO Lip-Bu Tan named the same pressure, calling “capital and the cost of capital” the front-line challenge and saying people will eventually want to see ROI.
Neither sees demand cooling soon, and Hock Tan said compute demand outstrips supply and could stay that way through 2029, possibly into 2030.
