> CUDA has been a huge moat
The CUDA moat is extremely exaggerated for deep learning, especially for inference. It’s simply not hard to do matrix multiplication and a few activation functions here and there.
The CUDA moat is extremely exaggerated for deep learning, especially for inference. It’s simply not hard to do matrix multiplication and a few activation functions here and there.
What is this racialized nonsense, have you seen Jensen Huang speak Mandarin? His mandarin is actually awful for someone who left Taiwan at 8.
So for data centers, training is just as important as inference.
Sure, and I’m not saying buying Nvidia is a bad bet. It’s the most flexible and mature hardware out there, and the huge installed base also means you know future innovations will align with this hardware. But it’s not primarily a CUDA thing or even a software thing. The Nvidia moat is much broader than just CUDA.