AI is starting to rewrite the software that made Nvidia untouchable

Nvidia has long dominated because of its CUDA software. Now, AI-driven software is challenging this moat as startups and ...
The Next Web

Nvidia’s real moat was never the chips. AI has started rewriting it.

Nvidia’s dominance rests on CUDA, not just its chips. AI coding agents and the shift to inference are the first credible ...
Business Insider

Nvidia's moat will be tested by a 'big' chip IPO

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. How wide is Nvidia's moat? This is the $3 trillion question on the minds of investors these days. At ...

AMD vibe codes its way past the CUDA moat with ROCm.AI

With ROCm.AI, AMD hopes to streamline this capability. The platform plugs into existing code assistants running on frontier ...
The Next Platform

Building A Hassle-Free Way To Port CUDA Code To AMD GPUs

Emulation is not just the sincerest form of flattery. It is also how you jump start the adoption of a new compute engine or move an entire software stack from one platform to another with a different ...
TweakTown

SCALE tool lets NVIDIA CUDA applications run on AMD Radeon GPUs without modifying code

Use left and right arrow keys to seek audio. At its most basic level, Compute Unified Architecture (CUDA) allows general-purpose processing and other tasks to run on NVIDIA GPUs with extensive ...
scmp.com

Tech war: Nvidia’s move to curb use of CUDA exposes China’s weak link in chip software

Nvidia’s recent warning to developers about running its CUDA software, a programming toolkit, on third-party graphic processing units (GPUs) has exposed another weak link in China’s quest for chip ...