NVIDIA's market dominance in AI infrastructure stems from CUDA, a microcode library invented in 2007 that created lock-in, as all technology stacks for AI training are built on top of CUDA and switching costs remain prohibitively high despite ongoing efforts to create alternatives.
causalpending
Speaker
Unidentified Speaker — Eric Schmidt and Craig Mundie with David Rubenstein: Genesis [lBTnZYFRlmI]Evidence Quote
“in 2007 they invented a library technically called a micro code Library called cuda...all of the technology Stacks that we talk about are built on top of Cuda and that is a monopoly lock in”
Created: 8/11/2026, 7:49:18 AM
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