Broadcom CEO: AI Compute Demand to Outstrip Supply Over Next Two Years

The signal here is directional rather than quantitative: a major chip supplier framing AI compute as supply-constrained for a multi-year horizon, not a cyclical spike. That framing matters for the wider RWA and crypto infrastructure stack, which increasingly competes for the same scarce compute and power. The open question is whether this reflects genuine demand visibility or supplier positioning ahead of capacity commitments — and whether the constraint eases through new fab and data-center buildout or persists as a structural bottleneck.