# Is Moore's Law Dead? Cerebras IPO, SpaceX Orbital Data Centers & Huawei Tau Scaling Explained

Page: https://stenobird.com/podcast/the-7investing-podcast-1227049/is-moore-s-law-dead-cerebras-ipo-spacex-orbital-data-centers-huawei-tau-scaling-explained
Text version: https://stenobird.com/podcast/the-7investing-podcast-1227049/is-moore-s-law-dead-cerebras-ipo-spacex-orbital-data-centers-huawei-tau-scaling-explained.md
Podcast: [The 7investing Podcast](https://stenobird.com/podcast/the-7investing-podcast-1227049)
Published: 2026-06-29T13:26:22+00:00
Episode link: https://podcasters.spotify.com/pod/show/7investing/episodes/Is-Moores-Law-Dead--Cerebras-IPO--SpaceX-Orbital-Data-Centers--Huawei-Tau-Scaling-Explained-e3le23f
Audio file: https://traffic.megaphone.fm/APO8941563340.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/is-moore-s-law-dead-cerebras-ipo-spacex-orbital-data-centers-huawei-tau-scaling-explained
Duration seconds: 2529

## Resource

Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The company's Wafer Scale Engine, a chip that uses an entire silicon wafer rather than individual diced chip, was designed specifically for AI inference workloads that NVIDIA (NASDAQ:NVDA) GPUs struggle to handle efficiently due to on-chip SRAM limitations. With potential $20 billion in orders from OpenAI and access via AWS, Cerebras is real, but neither Simon nor Nick is buying at this price. Their rule: wait a year before touching a fresh IPO.Next, SpaceX's freshly-raised $75 billion gets put under the microscope, specifically Elon's ambition to build orbital data centers. Nick walks through the SpaceX diagram: 70-meter solar panel wingspan, laser-based networking between compute modules, and the massive engineering challenges around power, heat dissipation, and in-orbit assembly. This isn't imminent, Starlink's next-gen constellation comes first — but if Elon can crack the economics, it would rewrite the rules of data center infrastructure entirely.Finally, Huawei's Tau Scaling announcement: a new architectural approach to chip performance that bypasses the need for extreme ultraviolet lithography (which China can't access due to ASML export controls). Tau temporal scaling focuses on minimizing signal travel time between transistors using logic folding, new materials, and 3D stacking. Huawei claims it could reach 1.5 nanometer equivalent performance by 2031. Simon and Nick are skeptica…

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