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… CUDA’s dominance is built not just on the quality of its ecosystem but on a lock-in effect. Because modern machine-learning frameworks are built on CUDA, which crucially runs on Nvidia chips, AMD’s chips underperform even when they have more cores and memory. …
… And it's also the software layer known as CUDA that allows developers to access the system's GPU cores. Nvidia has built a highly developed AI platform around CUDA because of its use in data centers. …
… Nvidia’s software strategy until now has been heavily reliant on its CUDA platform, a famously proprietary system that locks developers into building software for Nvidia’s GPUs and has created a crucial “moat” for the company. …