Dwarkesh tours Intel's top fab: AI compute grows 3x a year but leading-edge wafers can only double
Dwarkesh Patel · youtube · 2026-10-23
Dwarkesh Patel spent two days touring Intel's most advanced fab and talking to its technical leadership about the future of chips.
- Upcoming tech: gate-all-around transistors, backside power delivery, CFET, and hybrid bonding, explained with custom animated segments.
- Supply-demand gap: AI compute has grown 3x per year for a decade, but Intel's CTO says global chipmaking tooling only allows leading-edge wafer capacity to double — demand will far outstrip supply.
- The episode explores what tricks foundries can pull to push this crossover point further out.
Comes with prep flashcards and a transcript; a new format for the channel.
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