[aurareturn]

>NVIDIA is 100% vulnerable--if it weren't for the fact that their competitors are idiots.

I think Nvidia sees it too. That's why they're moving upstream by providing the entire stack from CUDA, GPUs, interconnects chips, networking chips, racks, OS, software, models.

I think the "CUDA moat" people like OP are underselling Nvidia. They're positioning themselves as the full-stack AI provider. Forget CUDA.

[chii]

The moat that CUDA currently provides is what gives nvidia the room to move up. CUDA is a stepping stone - something stable they can rely on to cement an even higher position (tell me that the full stack is less vendor locked-in than CUDA, and i'll have a bridge to sell you).

[aurareturn]

By the time some companies figure out how to replace CUDA, Nvidia has already moved well above the CUDA layer.