Nvidia CUDA Software Moat: The Real T Competitive Edge
Nvidia CUDA Software Moat: The Real $3T Competitive Edge CUDA’s 4 million developers and 40,000+ organizations create insurmountable switching costs that hardware alone cannot match The NVCC compiler toolchain, cuDNN primitives, and TensorRT optimization form a vertically integrated stack competitors struggle to replicate Hyperscaler custom silicon and hardware-agnostic compilers like Triton now challenge CUDA’s dominance … Read more