INTC ▼ -1.6% - Intel Corporation $INTC AVGO CEOs warned that access to capital could become the biggest constraint on the AI infrastructure boom, potentially surpassing semiconductor, memory and power shortages. * Financing risks: Broadcom CEO Hock Tan identified capital as a potential bottleneck, while Intel CEO Lip-Bu Tan warned rising borrowing costs and pressure to demonstrate investment returns could challenge AI expansion. * Demand outlook: Broadcom expects computing demand to exceed supply through 2029, potentially into 2030. Intel sees no significant slowdown over the next two to three years. * Supply constraints: Broadcom expects memory shortages could ease within a year, wafer shortages by 2028–29 and power availability to improve as infrastructure expands. * Long-term uncertainty: Sustained investment depends on broader AI adoption and measurable returns. Broadcom warned demand could slow if advanced AI models fail to deliver expected improvements. 12-OCT-2026 08:30 AM ET