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Broadcom, Intel Warn Singapore AI Build Slowed by Capital

By Drooid · Oct 12, 2026, 2:45 PM UTC · How we work

Summary

Story summary

Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warned limited capital could curb AI infrastructure growth in Singapore.
Hock Tan said financing constraints may outweigh chip, memory, and electricity shortages.
Lip-Bu Tan cited rising capital costs and doubts about return on investment.
Both CEOs expect AI demand to outstrip supply through 2029, possibly 2030.
Higher bond yields are raising data-center and chip financing costs.

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Story summary

Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warned limited capital could curb AI infrastructure growth in Singapore.
Hock Tan said financing constraints may outweigh chip, memory, and electricity shortages.
Lip-Bu Tan cited rising capital costs and doubts about return on investment.
Both CEOs expect AI demand to outstrip supply through 2029, possibly 2030.
Higher bond yields are raising data-center and chip financing costs.