Huawei is building its own alternative ecosystem to CUDA. If it succeeds, NVIDIA will have a serious problem
When talking about NVIDIA, almost all the focus is on the hardware: the H100Blackwell, racksenergy consumption, nanometers… It is understandable, but it is a mistake. The defensive moat – the moat– NVIDIA is not the hardware. Is CUDA. CUDA is not an add-on to the chip, it is the de facto standard upon which most … Read more