/NVIDIA%20Corp%20logo%20outside%20building-by%20BING-JHEN_HONG%20via%20iStock.jpg)
No one can deny that Nvidia (NVDA) is the de facto leader in the artificial intelligence (AI) semiconductor race. Every platform it has released since the start of the AI boom has generated strong interest from hyperscalers and enterprises alike, with demand often exceeding supply for years at a time. The main reason is CUDA, Nvidia’s proprietary software ecosystem that allows graphics processing units (GPUs) to be programmed for general-purpose computing tasks, including AI training and inference. CUDA was also the biggest reason Nvidia’s GPUs sold out like hotcakes during the crypto boom of the pandemic.
Today, though, that dominance is now being challenged – but perhaps not in the way you think.
-copy-29e15046.jpeg?w=600)
