13/10/2026
🚨 AI’s next bottleneck? Not just chips. Capital.
Broadcom CEO Hock Tan says funding is becoming a bigger constraint on AI growth than chip supply.
The AI race is also a financing race: chips, data centres and compute require billions. But money alone doesn’t switch systems on—projects still need power, permits, construction and cooling.
And big infrastructure bets bring real risk. If projects are delayed or demand disappoints, the bills don’t disappear.
So don’t just ask, “Who has the best AI model?” Ask: “Who can finance the infrastructure and get it running?”
That’s the part of the AI boom worth watching.
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