Broadcom (AVGO.US) CEO: AI's next bottleneck is not chips but capital, yet many investors are "like gamblers"

Zhito Finance APP has learned that 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 capable models, capitalnot chip supplywill become the biggest constraint on AI development. At the same time, he poured cold water on the investors rushing in, saying that many of their strategies are more like those of gamblers, with little real understanding of what they are betting on.