The Ledger
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Thompson: NVIDIA's CUDA moat is dramatically diminished for AI models
“CUDA's moat is dramatically diminished because the models don't care what they run on, and that's what actually matters, what's built on top of the models, but it still matters. It, it's still something of a mode.”
Movva: Screening performance engineers for CUDA experience is a red herring
“I don't look for lots of AI experience. I don't look for, you know, CUDA experience at all. That's actually a huge red herring. I mean, CUDA as a concept or GPS as a concept have evolved so much in the last five years. There's no point asking for 10 years of e…”