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> Moore's Law requires a healthy competition environment for it to be likely to take effect and it's been a while since Nvidia had actual competition.

Moore's Law was an extrapolation on transistor density which is a manufacturing process in a chip foundry. NVIDIA is a fabless company that depends on physical process improvements from companies like ASML & TSMC.

So the competition you're speaking of is happening more at the foundry layer which would be TSMC vs Intel vs Samsung vs China-chip-maker (e.g. SMIC). At the lithography layer, ASML's EUV has no competition from Nikon and Canon.




  Of course it's much more complex than that. The nature of the problems that tech now has to solve is different...




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