
Moores Law now delivers only 1.6x more transistors per node — down from 2x. NVIDIA broke its own rule: redesigning all 6 chips simultaneously.
Vera Rubin Platform
CPU, GPU, memory, networking, switches, DPUs — all co-designed as an integrated system.
Strategic Implication
Vertical integration beats modular assembly. Companies controlling the full stack deliver performance improvements horizontal players cannot.









