NVidia needs to start training models that are specifically super powerful at writing and optimizing CUDA kernels, physics engines, training infrastructure and then open sourcing that
The next software platform moat is training AIs to use your software with superhuman ability
Users praise CUDA as NVIDIA's true moat that justifies high margins and gives it a decisive edge over competitors like AMD.
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By the way, here is how much I love CUDA: I think it justifies their margins
NVidia needs to start training models that are specifically super powerful at writing and optimizing CUDA kernels, physics engines, training infrastructure and then open sourcing that
The next software platform moat is training AIs to use your software with superhuman ability
@yacineMTB You wouldn’t get to use it in Canada
@yacineMTB It is the true moat. AMD blew it in that dept.