Nvidia’s CUDA Moat Is a Lie. AI is Already Burning It Down.
Nvidia’s dominance in AI isn’t a hardware law; it’s a translation problem. As open-source projects like ZLUDA prove that CUDA can be automatically converted to run on AMD GPUs, the true disruptor emerges: AI itself. Nvidia’s massive CUDA codebase is seeding the very tools that will commoditize its ecosystem, turning its greatest moat into just another intermediate representation.