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Asked to resign, Intel's Tan made the case for government ownership

Intel CEO Lip-Bu Tan, a quiet nuclear engineer turned investor, explains how a collaborative temperament coexists with high-stakes risk, from venture investing to a contested Intel turnaround.

Published 25 Oct 2026Free

Amazon is spending $220 billion and still leaving AI demand unmet

Amazon CEO Andy Jassy argues that staged capital commitments and sold-out capacity make a record AI buildout defensible, while conceding that the largest enterprise opportunity still depends on cheaper inference.

Published 24 Oct 2026Free

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

AI cuts chip design to 3 months; silicon still takes 9

Pat Gelsinger, ex-Intel and VMware CEO, on why 100 AI chip startups will consolidate, why memory and optics are next, and why power limits AI.

Published 21 Oct 2026Free