Home / Dwarkesh Patel The data black hole at the center of AI 11:57 The article isn't ready yet We have this video's details, but its article hasn't been written. You can watch it on YouTube in the meantime. Open on YouTube More from this channel 19 slides 1:09:00 Dwarkesh Patel · Oct 22, 2026 Dwarkesh Patel: What will computer chips look like in 2045? DP CA KF JK Guest Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Host Dwarkesh Patel After two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot. Semiconductors AI cost & performance Infrastructure & deployment +2 
