> But how will AMD or anyone else push in? CUDA is actually a whole virtualization layer on top of the hardware and isn't easily replicable, Nvidia has been at it for 17 years.
NVidia currently has 80-90% gross margins on their LLM GPUs, that’s all the incentive another company needs to invest money into a CUDA alternative.
NVidia currently has 80-90% gross margins on their LLM GPUs, that’s all the incentive another company needs to invest money into a CUDA alternative.