Broadcom CEO: Can lock 2027 chip supply, finalizing 2028

This signals that the AI chip supply crunch is not just a near-term bottleneck but a multi-year structural constraint, with customers locking in capacity well ahead of delivery. The fact that 2028 agreements are still being finalized suggests order books are extending further out, which could reshape how the market prices AI infrastructure risk. For the RWA and broader tech landscape, the key watchpoint is whether this forward commitment model becomes the norm across other critical hardware components, potentially creating more predictable revenue streams but also less flexibility for end users.