CUDA makes Nvidia not a chipmaker, but a software company
Nvidia is protected not by faster chips, but by CUDA — the ecosystem for GPU applications. Millions of lines of code, years of investment, and an entire industr
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Nvidia is protected not by faster chips, but by CUDA — the ecosystem for GPU applications. Millions of lines of code, years of investment, and an entire industry are optimized for this platform. Switching to competitors (AMD, Intel) costs billions of dollars and months of rework. CUDA is the real strategic moat.