This is absolutely right. We are getting to the point where the circuit pathway is hundreds or even dozens of electrons wide. The fact that we can even make circuits that small in quantity is fucking amazing. But we are rapidly approaching laws-of-physics type limits in how much smaller we can go.

Plus let’s not forget an awful lot of the super high-end production is being gobbled up by AI training farms and GPU clusters. Companies that will buy 10,000 chips at a time are absolutely the preferred customers.