Intel, Broadcom CEOs warn capital could become AI's biggest bottleneck
Speaking at a panel organized by DBS Bank, Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan warned that access to capital could become the biggest constraint on the AI boom. Broadcom's Tan said the company is working through wafer and memory chip shortages but that capital will be the main limiting factor, and he likened some AI investors to casino gamblers who have little understanding of what they are betting on. Intel's Tan said Chinese frontier models such as DeepSeek, Kimi and GLM are already good enough, with low token costs and fast adoption, voiced strong support for open source, and said quantum computing could go mainstream within three to five years.
Two leading chip-industry CEOs framing capital, not supply, as the key AI constraint signals growing scrutiny of how sustainable the boom's funding is.