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.
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Soares: better than 50% odds humanity has under a decade left
MIRI's Nate Soares tells Nicholas Thompson how a rogue superintelligence ends humanity, why chip monitoring and diplomacy come before air strikes, and why he tells alignment researchers to quit.
AWS redesigns the cloud for agents on $220 billion of capex
AWS's Matt Garman gets into designing the cloud for agents, rationing scarce GPUs between frontier labs and startups, and why $220 billion of capex is not a bubble.
Sub-one-year compute paybacks make undersupply the bigger risk than bubble
Gavin Baker and David George, both investors, get into sub-one-year compute paybacks, the political fight over data centers, and why Nvidia's financing ecosystem is hard to beat.
Anthropic and OpenAI will absorb half of new compute by 2027
SemiAnalysis founder Dylan Patel tells Dwarkesh Patel how lab economics reshape compute markets, why rising interest rates and regulation could cap the buildout, and how far behind China is.
Frontier labs are only a quarter of Nvidia's compute demand
Jensen Huang tells two investors why the AI buildout doesn't hinge on OpenAI and Anthropic, how zero trust contains agents, and why land, power and shell cap supply.
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.