The CEOs of Intel and Broadcom warned that financing channels could be a major constraint on the AI boom; at the same time, market demand for computing infrastructure continues to exceed supply. Broadcom CEO Hock Tan said that as the industry competes to build the infrastructure needed to support increasingly complex models, financing could be a bigger barrier to expansion than the shortage of semiconductors, memory chips, or electricity. “I think the biggest constraint is probably capital,” Hock Tan said at the DBS Asia Future Outlook Conference in Singapore on Monday.

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