IT Home On October 12, according to tech media CNBC, Intel CEO Chen Liwu and Broadcom CEO Chen Fuyang warned that although the demand for computing infrastructure continues to exceed supply, funds may become the biggest bottleneck in AI development.
Chen Fuyang said that as the entire industry competes to build infrastructure, financing is more likely to be the main obstacle to AI expansion than semiconductors, storage, and electricity.
According to the original report from IT Home, Intel CEO Chen Liwu also expressed similar concerns. He believes that the costs of AI are continuously rising, and there is still doubt as to whether companies will ultimately receive sufficient returns after making large investments in AI.
The statements of two senior executives highlight a new challenge faced by the AI industry. In order to meet the surge in computing requirements, major artificial intelligence companies have invested large amounts of money in building data centers and acquiring advanced chips and improving power infrastructure.
Despite concerns over financing issues, two executives still believe in the demand for AI computing infrastructure in the short term. Chen Fuyang said, “The market’s demand for computing infrastructure exceeds our supply capacity.” He added that this imbalance between supply and demand may continue until 2029, or even into 2030.
Chen Liwu also said that in the next two to three years, it is unlikely for the entire industry to experience a significant slowdown. He pointed out that the widespread use of AI applications and the growing demand for computing power will continue to drive the industry’s development.