Moore's Law Fading: Non-Silicon Computing and Novel Architectures to See Capital Influx
MikePFrank · x · 2026-08-21
The author predicts a massive influx of capital into non-silicon computing or radically different uses of mature platforms. Specific areas mentioned include adiabatic/reversible computing (e.g., VaireHQ), probabilistic/thermodynamic ASICs (e.g., Extropic), and silicon photonics (e.g., LightmatterCo). The driver is the stagnation of Moore's Law and the physical limits of silicon transistor clock speeds, where electron behavior in depletion zones creates inherent bottlenecks.
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