Topics

ASML.

Loading articles…

Intel says leading-edge chip output can only double, not 10x

Intel CTO Pushkar Ranade, process chief Chris Auth and fab engineers walk Dwarkesh Patel through how nodes get built, why 10nm slipped, and why AI demand outruns tool supply.

Published 23 Oct 2026Free

China's AI is six months behind and already winning

Eric Schmidt, former Google CEO, talks with Norway's sovereign wealth fund chief Nicolai Tangen about China's free models, Europe's innovation failure, and how AI will flatten and shrink companies.

Published 21 Oct 2026Free