Broadcom (AVGO.US) CEO: The next bottleneck for AI is not chips but capital, yet many investors act like gamblers

According to Golden Ten Data, Broadcom (AVGO.US) President and CEO Hock Tan said on Monday in Singapore that as the industry continues to expand infrastructure spending to support increasingly powerful models, capital—rather than chip supply—will become the biggest constraint on AI development. He also poured cold water on the influx of investors, stating that many of their strategies resemble those of gamblers, with little real understanding of what they are betting on.