NVIDIA's CUDA Monopoly
NVIDIA's CUDA Monopoly
CUDA (Compute Unified Device Architecture) is a closed-source low-level API that interfaces software with NVIDIA GPUs. CUDA is a major moat for NVIDIA. It’s part of why NVIDIA GPUs command such a premium over other hardware (and are perpetually in short supply). A few reasons why the monopoly exis...
• CUDA is a low-level, closed-source API that allows software to interact with NVIDIA GPUs.
• CUDA is NVIDIA's main moat, giving it an edge over other GPUs.
• Synergy of hardware and software, as well as a monopoly on CUDA.
• NVIDIA introduced CUDA in 2006, which contributed to the development of the industry.
• Alternative open standards/abstraction layer that can break monopoly.
• Specialized hardware such as Google's TPUs may become more popular than general purpose GPUs.
• CUDA is CPU bound, which may cause problems in the future.
Alternative open standards/abstraction layer that can break monopoly.
OpenCL is not a thing anymore ?
It sucks. Rocm is the best alternative and theoretically can run cuda tasks but it's got a huge uphill battle in terms of documentation and industry adoption. It's gotta be better or significantly more cost effective to get people to switch, and right now its not cost effective enough to have people switch en masse. So the documentation and community will stay small.
Is this investment advice?