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I am not sure CUDA is the moat, but yes, software is the moat. To first order nobody writes any CUDA, and even if you do you are probably bad at it. The language is slightly easier to use than openCL but writing really performant code is still a nightmare (a pipeline of asynchronous memory copies from global to shared memory is not easy to program but this is a requirement for full performance on tensor cores). So no, the moat really isn't the language. It's not even the libraries, it's the integration of the libraries into third party software like pytorch, jax, etc. This is the truly massive advantage NVIDIA has, and they got it by being early and by being installed in an awful lot of machines. |
At least say why people wouldn’t be good at it. The documentation is poor, the GPUs are a black box or anything in that vein. Then they can help you learn instead of preemptively dismiss it.