Former Intel CEO Pat Gelsinger has shared a series of assessments on the future of computing, and in particular, the evolution of artificial intelligence. In an interview with the Financial Times , Gelsinger argued that the current expansion of AI could come to a sudden halt following a breakthrough in quantum computing, capable of reshaping the entire technology sector.
Gelsinger describes the relationship between conventional computing, AI-based systems, and quantum technologies as a kind of “trinity,” destined to profoundly redefine the digital ecosystem. In his view, quantum computers will become commonplace tools much more quickly than currently believed.
This position contrasts sharply with that of Nvidia CEO Jensen Huang , who believes it will take at least two decades for quantum computing to be widely adopted. Gelsinger, however, predicts a drastic acceleration and suggests a two-year timeframe for the technology to truly become widespread.
While Gelsinger doesn’t believe a downsizing of the AI industry is imminent, he argues that a quantum breakthrough would represent the real turning point . According to his analysis, current GPUs , which are essential for training AI models, could give way to entirely new systems based on quantum architectures.
During the interview, the former CEO also commented on the collaboration between Microsoft and OpenAI , comparing it to the historic one between Bill Gates and IBM . In his view, Microsoft holds the strategic component of the project, particularly the computing infrastructure and control over the models, while OpenAI acts primarily as a vehicle for disseminating the products to the public.
After leaving Intel, Gelsinger joined Playground Global , a venture capital firm that allowed him to further explore quantum technologies. He believes that the arrival of the first truly operational qubits on the market will represent a critical moment, destined to put pressure on both traditional computing and current AI-based solutions.
Gelsinger also recounted some of his experiences at the helm of Intel, admitting that upon his return, he found the company in worse shape than expected. He emphasized how, over the previous five years, the company had accumulated significant delays on numerous projects, ultimately losing some of the engineering foundations that had always characterized it.
One of the sticking points concerns the development of the 18A manufacturing process , considered essential to catching up with TSMC . Gelsinger had promised management that the project would be completed within five years, but left the company before the project was completed. Subsequently, new CEO Chen Liwu decided to terminate the initiative just as the planned period expired.
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