Why do you argue that Nvidia's CUDA software platform is no longer a durable moat?
Replied byAndrew Feldman
Co-founder & CEO at Cerebras Systems
Niche: Technology
Revenue: Approx. $72 Million/month
Location: Sunnyvale, California, United States
Started: 2016
CUDA is losing its dominance. Within a two-year period, seventy percent of state-of-the-art training models shifted away from CUDA, with Gemini training on TPUs and Claude on Trainiums. Furthermore, there is zero CUDA moat in inference, requiring only eight keystrokes to move.
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