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cedarcap

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cedarcap

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Saturday, 10/07/2023 2:34:06 PM

Saturday, October 07, 2023 2:34:06 PM

Post# of 188927
Todays WSJ
How Navidia became huge and almost in invincible...

On that front, Nvidia put its AI stakes in the ground very early. In 2006, the company announced Compute Unified Device Architecture, or CUDA...
CUDA gives Nvidia a competitive moat that competitors will find difficult to cross. In a call sponsored by Bernstein Research in July, former Nvidia Vice President Michael Douglas called software “a key arrow in the quiver” that really sets Nvidia apart from the competition. He added the prediction that most of the performance improvements over the next few years for Nvidia’s systems “will be software-driven as opposed to hardware-driven.”



https://www.wsj.com/tech/ai/how-nvidia-got-hugeand-almost-invincible-da74cae1
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