CUDA

“There is no Tie into CUDA that's required to go faster. That's required to get the models running, right? Obviously none of the three companies run CUDA. And so that moat doesn't exist around inference.”

“NVIDIA's competitive advantage is strongest where the size of the system is largest, which is another way of saying what Renee said. It's flipping it on its head. It's not to say it's weak on the edge, but it's super powerful when you put a whole bunch of them…”

“The CUDA library now has over 300 industry specific acceleration algorithms, right? Where they deeply learn the industry, right? So whether this is synthetic biology or this is image generation, or this is autonomous driving, they learn the needs of that indus…”

“I think there's going to be fewer people touching that. And I do think that's a point where they're the moat is not as strong as a longer term, as you say, and think about like, you know, the way the analogy that I would go with is like, think about the number…”

“One, it's validated now that they went around CUDA, and I just think that's interesting.”

“Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei ecosystem and benefit the C…”