Nvidia's vertical integration signals next-gen app layer push beyond CUDA
RachelVT42 · x · 2026-09-03
A widely-shared take argues Nvidia is going vertically integrated — building the next-generation application layer beyond CUDA — while OpenAI and Anthropic start building their own hardware layer. The repost adds that Microducks is now an Nvidia brand, hinting at full-stack integration potential, as chip and model giants increasingly invade each other's territory.
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