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Moore's Law and fab capacity

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Publications

1

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1

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1

First seen

Jul 29, 2026

Most recent

Jul 29, 2026

Recent articles

Why compute might get 10x+ more expensive in coming years

Dwarkesh Podcast · Jul 29, 2026 · tagged_topic

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Dwarkesh Podcast

110K subs · 1 linked

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Topics

Inference margins · 1 Anthropic revenue growth · 1 Compute pricing · 1 Economies of scale in AI · 1 AI infrastructure investment · 1 AI compute economics · 1 Compute scaling · 1

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Paul Ehrlich · 1

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OpenAI · 1 Anthropic · 1 SpaceX · 1 Google · 1

Other

H100 · 1 GB200 · 1 Moore's Law · 1 EUV · 1 GB300 · 1 GPU · 1