Comment by manoDev

You're right Moore's law has been holding up, but will hit a hard limit on process node size, so all scaling will be based on multiple cores. OTH, computing per watt spent has been plateauing. If the future bottlenecks are energy and cooling, that will require infrastructure-scale solutions. My bet is this is going to be real AI company moat.

https://www.riq.net.br/pub/computing-scaling/