AnalysisOpinion / analysisHardware & Compute1 source · Oct 22, 2026

What will computer chips look like in 2045?

AI compute has grown 3x a year for the last decade, but according to Intel’s CTO, Intel could only double leading-edge wafer production with today’s global stock of chipmaking tools.

Proof1 independent outlet

Key points

  • I spent two days touring Intel’s most advanced fab and talking to its technical leadership to understand what the chips of the future will look like.
  • A lot of what’s coming next – gate-all-around transistors, backside power, CFET, hybrid bonding – is hard to follow without actually seeing it, so we made all the awesome animated explainers that I wish I had while I was prepping.
  • I also asked Intel’s leadership how the semiconductor industry will cope with the enormous shock in demand from AI.
  • (00:00:47) – How Intel brings up a new process node

Sources (1)

  • [1]What will computer chips look like in 2045?
    Dwarkesh Podcast · Oct 22, 03:02 PM
    AI compute has grown 3x a year for the last decade, but according to Intel’s CTO, Intel could only double leading-edge wafer production with today’s global stock of chipmaking tools.
    I spent two days touring Intel’s most advanced fab and talking to its technical leadership to understand what the chips of the future will look like.

Extractive summary: sentences quoted from the sources.

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