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Beyond Moore’s Law: The Full Stack Driving AI in 2026
['Zeno Mercer']
ETF Trends
That rate is faster than transistor scaling ever delivered, and, unlike Moore’s Law, it is a composite of several technological curves compounding rather than one.
As cost per qualified task falls, more AI workflows become economically viable, expanding opportunity across infrastructure, software, security, and applications that range from autonomous vehicles to personal agents.
See more: AI News You Need to Know, June Edition: Capex, Inference, & BeyondWhy Moore’s Law Is No Longer EnoughMoore’s Law is not over, but it no longer describes the complete picture or whole system.
Meanwhile, this week, China AI company Moonshot AI released Kimi K3, a new open-weight model that shows the software layer moving independently.
Companies lowering the cost of useful work, or expanding what AI can do, are building the next phase of the market.