CEOs of Intel and Broadcom warn that access to capital could become a major constraint on the AI boom, even as demand for computing infrastructure continues to outstrip supply. Broadcom CEO Hock Tan stated at the DBS Asia Future Forward conference in Singapore that financing might be a greater obstacle to AI expansion than shortages of semiconductors, memory chips, or power. Intel CEO Lip-Bu Tan also expressed concerns about financing, pointing to rising capital costs and questions about whether companies making heavy investments in AI will ultimately achieve sufficient returns.