CUDA Proves Nvidia Is a Software Company

The article argues that CUDA, not just Nvidia’s chips, is the key moat behind its AI dominance.

CUDA has evolved from a GPU programming tool into a broad software stack for parallel computing and AI workloads.

This ecosystem makes Nvidia’s GPUs faster, easier to use, and harder for rivals to replace.

Even as open-source AI advances and competitors catch up on hardware, Nvidia’s software advantage remains durable.