4 hours ago
- Nvidia's dominance in AI hardware is largely due to its CUDA software platform, but AMD claims CUDA is becoming irrelevant for many companies.
- AMD's executive says customers are now programming at higher levels of abstraction, bypassing CUDA entirely, and AI agents are helping optimize platforms without it.
- If CUDA's moat erodes, cheaper alternatives like AMD's ROCm could lure AI companies away from Nvidia hardware, threatening Nvidia's market lead.
- However, skepticism remains because Nvidia's established ecosystem and proven infrastructure may still be favored, especially for high-stakes AI data centers.