By TradingView
Publication Date: 2026-10-12 18:57:00
Broadcom AVGO shares fell 1.5% and Intel 
INTC slid 3% in Monday morning trading as their CEOs warned financing could become a bigger obstacle to AI expansion than chip or power shortages, according to remarks at the DBS Asia Future Forward Conference in Singapore.
The concern shifts attention from equipment supply to whether companies can fund data centers, accelerators and power infrastructure while generating returns on investments. Broadcom CEO Hock Tan said constraints, including memory availability and wafer supply, may ease as manufacturing capacity grows.
Intel CEO Lip-Bu Tan pointed to borrowing costs and demands for measurable returns. He expects demand to remain healthy over the next two to three years, but longer-term growth will depend on businesses finding practical uses for AI and turning spending into efficiency gains or new revenue.
Broadcom’s Tan said demand for computing capacity still exceeds supply and could remain tight through 2029 or 2030. However,…
