By Maria Deutscher
Publication Date: 2026-10-13 00:11:00
Intel Corp. Chief Executive Lip-Bu Tan and Hock Tan, his counterpart at Broadcom Inc., have flagged capital access as a potential challenge for the artificial intelligence sector.
The executives shared their observations today during a financial conference in Singapore.
Intel and Broadcom are two of the AI industry’s most important chip suppliers. The former company’s central processing units are in high demand because AI agents need them to run their tools. Last month, Intel disclosed that it has capacity to meet only 50% of orders. Broadcom, in turn, is a major supplier of network processors and custom AI accelerators.
Demand for some data center chips is currently exceeding supply. Hock Tan predicted at today’s financial event that the shortage would ease by 2028 or 2029. Nevertheless, he believes that the imbalance between the demand for computing capacity and the industry’s ability to meet it could persist into 2030.
The executive also addressed several of the other…
