rohanpaul_ai· @rohanpaul_ai · X·· 4 小时前AI 评分
Broadcom CEO：资本而非芯片、内存或电力或成AI最大约束
Broadcom CEO Hock Tan 表示，资本而非芯片、内存或电力可能成为 AI 最大的约束，因为数据中心和芯片在产生收益前需先投入数年，而更高的债券收益率会推高这一成本。
Broadcom CEO Hock Tan says capital, not chips, memory or power, may become AI’s biggest constraint.
inancing is harder to fix, because data centers and chips get paid for years before they earn anything, and higher bond yields raise that cost.
Intel CEO Lip-Bu Tan named the same pressure, calling “capital and the cost of capital” the front-line challenge and saying people will eventually want to see ROI.
Neither sees demand cooling soon, and Hock Tan said compute demand outstrips supply and could stay that way through 2029, possibly into 2030.
来源：rohanpaul_ai · x.com