$AVGO is warning about ongoing supply constraints as demand for AI-related chips continues to surge. The company highlighted that despite strong growth, meeting demand remains a challenge due to limited capacity across the semiconductor supply chain. The bigger takeaway is that demand isn’t slowing, if anything, it’s accelerating faster than supply can keep up. While this supports pricing power and revenue growth, it also shows how stretched the AI chip ecosystem still is, with bottlenecks likely to persist in the near term.