Information Technology

Nvidia's Real Moat Isn't the GPU — It's CUDA

Organization Learning Labs·Apr 28, 2026·10 min read
Nvidia's Real Moat Isn't the GPU — It's CUDA

Nvidia's true dominance isn't hardware — it's CUDA. See why AI teams can't easily switch chips and what Huawei's CANN rewrite reveals about software lock-in.

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Nvidia's true dominance isn't hardware — it's CUDA. See why AI teams can't easily switch chips and what Huawei's CANN rewrite reveals about software lock-in.

O

Organization Learning Labs

Research & Insights Division