$AVGO CEO Hock Tan warns capital could become AI’s next bottleneck after chips, memory and power saying “a lot of investors have no clue what they're investing in.”
And Broadcom is seeing that firsthand as it helps back a ~$60B debt package tied to purchases of its own chips with $GOOGL , META, $AMZN and MSFT capex approaching ~$950B annually as industry scales to meet AI demand
And Broadcom is seeing that firsthand as it helps back a ~$60B debt package tied to purchases of its own chips with $GOOGL , META, $AMZN and MSFT capex approaching ~$950B annually as industry scales to meet AI demand