ROCm

NVIDIA’s Monopoly Is Over. Here’s What Nobody’s Telling You.

PyTorch Monarch just landed on AMD GPUs via ROCm, making distributed training work across clusters as a single logical device. This software abstraction is systematically eroding NVIDIA’s CUDA moat, giving developers and hobbyists a real choice. The hardware monopoly is over โ€” software won.

The AI Chip War Isn’t About Silicon. It’s About a Compiler.

The AI hardware war isn’t about transistorsโ€”it’s about compilers. Nvidia’s real moat isn’t silicon; it’s the software that translates high-level AI code into efficient GPU kernels. But AMD has a secret weapon: AI-generated kernels that can outperform hand-tuned libraries. The future belongs to whoever builds the best code-generating AI, not the fastest chip.