AI is starting to rewrite the software that made Nvidia untouchable

Nvidia founder and CEO Jensen Huang. Bloomberg/Getty Images AI is starting to write the software behind AI, challenging Nvidia's moat: its CUDA software. The shift to AI inference could also weaken CUDA's long-standing dominance. One founder said AI coding won't kill Nvidia's CUDA — it will create a new moat instead. Nvidia's biggest competitive advantage is no longer as untouchable as it once seemed. For two decades, Nvidia's crown jewel wasn't just chips; it was the software that turned t...