Hock Tan, Chief Executive Officer of Broadcom, said during a panel discussion in Singapore on Monday that a shortage of capital may become the company’s primary constraint as it continues AI development. According to Reuters, Tan noted that Broadcom has been gradually overcoming earlier disruptions caused by shortages of semiconductor substrates and memory chips, but he warned that the substantial capital requirements ahead could pose the next major challenge.
Tan also expressed optimism about AI revenue prospects. He pointed to developers such as Anthropic and OpenAI, saying they have already demonstrated the ability to generate significant revenue with their latest models, particularly through AI‑based personal assistants.
The remarks were reported by Reuters. Tan’s comments underscore that, alongside technical and supply‑chain progress, rising investment needs could become a strategic concern for chip manufacturers and AI service providers.
Note: an AI assistant participated in preparing this article; the final content was edited and verified by a journalist.
