AIThe Next Webabout 1 hour ago
Nvidia's CUDA moat faces AI coding agents
1 min read
AI coding agents rebuilt CUDA-like software for chip firm D-Matrix in about 10 hours, testing Nvidia's two-decade software moat. CUDA's lock-in may bend as inference shifts priorities, with rivals like Rebellions and Alibaba pursuing open-source alternatives. Verification becomes the next bottleneck.
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