What will computer chips look like in 2045?
AI is driving unprecedented demand for semiconductors, pushing Intel and other foundries to their limits. The bottleneck isn't just in manufacturing capacity but in the specialized tools required—especially EUV and high NA EUV machines—and the long timelines needed to bring new process node
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Chris Oth
interview on Dwarkesh Podcast
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Products & Tools
Topics
Listen to This Episode
More from Dwarkesh Podcast
Reiner Pope – Chip design from the bottom up
Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
Reiner Pope – The math behind how LLMs are trained and served
Why smarter AI models could drive up compute prices 10x
Michael Nielsen – How science actually progresses
AI researchers debate how close we are to recursive self-improvement
Related episodes
From other shows on similar topics.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
All-In with Chamath, Jason, Sacks & Friedberg
AI Made Everything Expensive (ft. GamersNexus)
Better Offline
How CoreWeave Sees the Market for Compute Right Now
Odd Lots
Jeff Dean: The 1% Rule for Building in AI
Y Combinator Startup Podcast
Why Sam Altman is against a single superintelligence
Cheeky Pint
Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)
Lenny's Podcast: Product | Career | Growth
Get summaries like this every morning.
Free AI-powered recaps of Dwarkesh Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.