[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.