Broadcom CEO Says AI Demand Could Be ‘Significantly’ Higher — But Land, Power, Chips and Substrates Are Holding Back Data Center Deployments
Broadcom Inc. (NASDAQ: AVGO) is positive on generating billions of dollars in AI revenue, but flagged supply chain constraints and the actual deployment of data centers as issues that remain.
Broadcom thinks AI could be huge for their business, but there aren't enough materials, power, and space to build all the data centers fast enough right now. When you see AVGO, watch whether these supply problems get fixed—that tells you how quickly AI growth can actually happen.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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