Every serious AI training run uses GPUs from NVIDIA running CUDA.
The moat is software
Competing GPUs exist, but the software stack — libraries, compilers, tooling — is a decade of investment.
One company sits at the middle of AI infrastructure. Why is that, and does it last?
Every serious AI training run uses GPUs from NVIDIA running CUDA.
Competing GPUs exist, but the software stack — libraries, compilers, tooling — is a decade of investment.