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<p>Broadcom CEO Chen Fuyang said today at the DBS forum in Singapore that many AI investors are like gamblers placing bets at a casino; the biggest bottleneck for AI in the future may not be chips, memory, or electricity, but capital and interest costs. Intel’s Chen Liwu followed up by saying that right now, the issue is capital and cost of funds; going forward, everyone will need to focus on returns.

The question is: with financing interest rates of 9–11%, who will survive until the day returns materialize? And who will truly win?</p>

Broadcom CEO Chen Fuyang said today at the DBS forum in Singapore that many AI investors are like gamblers placing bets at a casino; the biggest bottleneck for AI in the future may not be chips, memory, or electricity, but capital and interest costs. Intel’s Chen Liwu followed up by saying that right now, the issue is capital and cost of funds; going forward, everyone will need to focus on returns.
The question is: with financing interest rates of 9–11%, who will survive until the day returns ma

Broadcom CEO Chen Fuyang said today at the DBS forum in Singapore that many AI investors are like gamblers placing bets at a casino; the biggest bottleneck for AI in the future may not be chips, memory, or electricity, but capital and interest costs. Intel’s Chen Liwu followed up by saying that right now, the issue is capital and cost of funds; going forward, everyone will need to focus on returns. The question is: with financing interest rates of 9–11%, who will survive until the day returns materialize? And who will truly win?

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