The AI Chip War Isn’t About Silicon. It’s About a Compiler.
The AI hardware war isn’t about transistors—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.