Sachin Katti

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrastructure, Capstone Case

Sachin Katti, Apoorv Agrawal

Former Intel CTO Kati Katti, now at OpenAI, details the organization's aggressive pursuit of 30 gigawatts of compute capacity to support a future dominated by complex agentic workloads and massive inference demands. This strategy involves overcoming severe supply chain bottlenecks and grid constraints through specialized infrastructure like nuclear power and Cerebras accelerators while prioritizing gigawatt-scale deployment over fragmented edge solutions. Katti predicts the AI value chain will eventually shift from hardware foundations to application-layer outcomes, as the industry races to solve the critical shortage of logic and memory fabrication capacity.