Look Out, Nvidia: Intel Is Teaming Up With 7 Top Tech Companies to Breach Your Moat
Nvidia (NASDAQ: NVDA) has had a well-deserved rally over the past year as the outright leader in artificial intelligence chips.
How does Nvidia continue to maintain a near-stranglehold on the AI chip market? A big reason has to do with CUDA, its full-stack software library, with software defined kits and proprietary applications that enable developers to program graphics processing units (GPUs) for parallel computing.
Having developed CUDA in 2006, Nvidia has a multiyear head in AI chip programming, having developed a nice network effect over that time. Developers have learned to program GPUs only through CUDA for 15 years, and companies have invested vast sums building their own AI software stacks on top of CUDA.
Source Fool.com
