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Huang’s Law Is Eating Moore’s Law (And Reshaping AI’s Growth Curve)

by Ronne HussMay 15th, 2025
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Ronnie Huss explores how Huang’s Law is replacing Moore’s Law; why GPUs, not CPUs, now drive the future of AI, infrastructure, and innovation.

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For 50 years, Moore’s Law was the default lens for understanding innovation.


Every 18 to 24 months, transistor density doubled. CPUs got faster. Software got smarter. And new industries were born in lockstep with silicon progress.


But that era is ending.


Moore’s Law is slowing, and something faster is already replacing it.


We’re now living in the age of Huang’s Law - where AI workloads are accelerating not every two years, but every six months. This shift isn’t incremental. It’s exponential. And it’s transforming everything from infrastructure to innovation cycles.


What Is Huang’s Law?

Named after NVIDIA CEO Jensen Huang, Huang’s Law describes how GPU performance is doubling every six months, especially for AI training and inference.


It’s not just better chips. It’s better systems:

🧠 Purpose-built GPU architectures like Hopper and Grace
⚡ Optimized stacks like CUDA, Triton, and TensorRT
📈 Model compounding across open-source and enterprise AI
📦 Growing demand from LLMs, agents, and real-time inference


While Moore’s Law focused on transistor count, Huang’s Law reflects full-stack acceleration — across hardware, software, and distributed compute networks.


This is not a tweak. It’s a new paradigm.


Moore’s Law Isn’t Designed for AI

Moore’s Law powered the PC and mobile eras. It was perfect for general-purpose CPUs and classical software.


But today’s workloads are not general-purpose.


We’re building:

🧠 Trillion-parameter models
⚡ Low-latency inference at global scale
🤖 Agent-based workflows that think and act
📲 Edge deployments that need real-time compute


These demands don’t scale linearly. They scale exponentially, and they need infrastructure designed to match that curve.


That’s where Huang’s Law comes in.


What Huang’s Law Unlocks

The impact is already visible across the stack:

🔮 The LLM and generative AI boom
🏗️ New cloud primitives: CoreWeave, Lambda, decentralized GPU networks
💾 Tokenized compute: networks like io.net turning GPUs into yield
🧠 Agent ecosystems that coordinate intelligence modularly


This is not just more compute, it’s programmable cognition at scale.


And that changes how we build, monetize, and govern the next wave of applications.


Why This Matters Now

Most people still think in 2-year roadmaps. But the real innovation loop is now measured in months.


If you're building today, you need to internalize this:

  1. Compute access is more strategic than model design
  2. Infrastructure is compounding faster than regulation
  3. The winners will unlock intelligence faster and cheaper than incumbents


And just like the cloud abstracted away servers, Huang’s Law will abstract away static intelligence.

What’s coming next will be autonomous, fluid, and composable.


From Hardware Scaling to Intelligence Scaling

The real story is bigger than faster chips.


We are moving from:


🧱 Hardware scaling
to
🧠 Intelligence scaling


That shift enables:

🌐 Agent coordination
⚡ Permissionless inference
💡 Tokenized access to compute markets
🔁 AI-powered systems that refine themselves continuously


This is not the singularity.

It’s simply the next operating layer for global infrastructure.


Final Thought

Moore’s Law built the digital world we know. Huang’s Law is building the intelligent world we’re about to live in.


And it’s happening faster than most people realize.


If you’re still tracking innovation in 18-month cycles, you’re already behind.


The curve has changed.

The future is accelerating, one GPU at a time.


This article builds on ideas originally published on Medium, now expanded and tailored for the HackerNoon audience.

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