causal
CUDA's value is install base and ecosystem, not just kernels
CUDA's enduring value comes from three reinforcing factors: a rich ecosystem where every framework works and bugs are more likely in your code than the stack; the largest install base of hundreds of millions of GPUs across every cloud and device; and ubiquity across all clouds and on-prem—so software written for CUDA runs everywhere, making it invaluable even though some customers write their own kernels.
causalpending
Speaker
Jensen HuangEvidence Quote
“Nvidia’s CUDA ecosystem is ultimately its great treasure.”
Source
Dwarkesh Patel Podcast - Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:37:32 AM
My Notes
Loading notes...