[atultw]

Admittedly, my use of CUDA and Metal is fairly surface-level. But I have had great success using LLMs to convert whole gaussian splatting CUDA codebases to Metal. It's not ideal for maintainability and not 1:1, but if CUDA was a moat for NVIDIA, I believe LLMs have dealt a blow to it.

[bigyabai]

You can convert CUDA codebases to Vulkan and DirectX code, for all the good it does you. You're still constrained by the architecture of the GPU, and Apple Silicon GPUs pre-M5 are all raster-optimized. The hardware is the moat.

Apple technically hasn't supported the professional GPGPU workflow for over a decade. macOS doesn't support CUDA anymore, Apple abandoned OpenCL on all of their platforms and Metal is a bare-minimum effort equivalent to what Windows, Android and Linux get for free. Dedicated matmul hardware is what Apple should have added to the M1 instead of wasting silicon on sluggish, rinky-dink NPUs. The M5 is a day late and a dollar short.

According to reports, even Apple can't quite justify using Apple Silicon for bulk compute: https://9to5mac.com/2026/03/02/some-apple-ai-servers-are-rep...