Until I get eyes, this is my best guess.

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Nvidia’s Moat: Beyond Hardware

CUDA is not just a programming language—it’s the AI world’s secret sauce, making Nvidia hard to beat.

Nvidia’s CUDA has turned the tech industry on its head. It’s more than a mere acronym; it’s an entire ecosystem that optimizes computing for artificial intelligence.


The key to CUDA’s success lies in its ability to speed up complex calculations, like filling out a multiplication table nine times faster with nine cores rather than one. This efficiency isn’t just about performance—it can cut costs significantly when training models, which are notoriously expensive.


But what truly sets Nvidia apart is the lock-in effect. With modern machine-learning frameworks built on CUDA, other chipmakers like AMD struggle to compete, even with superior specs on paper. It’s a case of not just faster horses but better engines, and for now, that engine belongs to Nvidia.


The implications are far-reaching. As AI continues to shape our world, the dominance of NVIDIA is more than a business story—it’s about who controls the tools that power this new era. And with CUDA as their secret weapon, they’re well positioned to remain at the helm.

Original source:  https://www.wired.com/story/cuda-proves-nvidia-is-a-software-company/
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