Broadcom CEO Flags Capital as AI’s Biggest Constraint. Can Broadcom Fund Its $42 Billion Anthropic Loan Commitment?

Broadcom (AVGO:NASDAQ) CEO Hock Tan said on Monday that capital, not chips, is now the biggest constraint on the company’s AI growth. Speaking at a panel in Singapore, Tan said Broadcom is getting past wafer and memory shortages, but funding will be the hardest limit as AI development continues.

That’s a shift. In September, Tan named power-ready data-center sites as the less predictable bottleneck. He also said Anthropic and OpenAI have shown their latest AI assistant models can earn significant revenue.

Broadcom Has Already Committed Financing

Tan isn’t describing someone else’s problem. Broadcom has agreed to lend Anthropic up to $42 billion, according to Anthropic’s IPO filing, as Reuters reported on October 1. That could cover about a third…