Intel CTO Pushkar Ranade told the Dwarkesh Podcast that global leading-edge wafer output could roughly double rather than increase tenfold, even with sufficient funding. IT之家 and The Next Web reported that equipment suppliers, their upstream suppliers, and sub-suppliers must expand together, while EUV tool lead times of about 18 months constrain new capacity. Ranade also said AI compute had grown about threefold annually over the previous decade, though the reports provide no independent methodology for that figure.