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The Nexus
TECHNOLOGYAug 3 · 09:00 UTCBUSINESS INSIDERGeoff Weiss ([email protected])

AI is starting to rewrite the software that made Nvidia untouchable

AI is beginning to automate the development of software like Nvidia's CUDA, challenging its dominance in AI infrastructure. Startups and cloud giants are using AI coding agents to create alternatives, while Nvidia claims it also leverages AI to enhance CUDA development. The shift toward AI inference may further impact CUDA's long-standing industry lock-in.

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