> 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.
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.