As AI Boom Soars, Capital and Power Shortages Eclipse Chip Supply as Real Bottleneck

Broadcom and Intel executives warned this week that capital constraints and power availability—not chip supply—have become the primary obstacle to sustaining AI infrastructure buildout. The supply chain crisis that dominated headlines through 2025 has been largely resolved, yet the relentless pace of AI expansion now faces an entirely different constraint: the astronomical cost and complexity of powering gigawatt-scale data centers.