Stop Waiting for AMD to Kill Nvidia. The Game is Already Over.
AMD’s attempt to break Nvidia’s CUDA moat isn’t a disruption; it’s a surrender. The convergence of AMD’s CDNA 5 ISA with Nvidia’s architecture proves AMD is following, not leading. Meanwhile, Nvidia’s strategic open-source moves like CUDA Tiles MLIR only deepen the trap, ensuring vendor lock-in remains the status quo for AI practitioners.