This Man Built a GPU From Scratch. Here’s Why It Proves NVIDIA’s Real Moat Isn’t Hardware.
A lone engineer built a GPU from scratch using discrete transistors. It works — but can’t run modern software. This article reveals the gap between a brilliant prototype and a commercial product, showing why NVIDIA’s real moat isn’t hardware: it’s the ecosystem of drivers, APIs, and decades of software optimization. A humbling lesson in what it really takes to scale.