Market Chatter: Broadcom CEO Sees Capital as Biggest Challenge Amid AI-Led Growth

05:01 AM EDT, 10/12/2026 (MT Newswires) -- Broadcom (AVGO) Chief Executive Hock Tan said capital will be the biggest challenge for the chipmaker as AI development continues to accelerate, Reuters reported Monday, citing comments he made at a panel in Singapore. The company is overcoming wafer shortages and memory shortages, but capital will be its biggest constraint, Tan said, according to the news agency. He also pointed to Anthropic and OpenAI as examples of frontier AI developers generating significant revenue from recently deployed AI personal assistant models, Reuters reported. Broadcom did not immediately respond to MT Newswires' request for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)