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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