CUDA's moat quietly eroding as Codex can rewrite kernels for AMD, investor notes
paigeinsf · x · 2026-10-22
The author recalls doing chip-market due diligence in 2022, when CUDA was THE moat behind Nvidia's dominance and a major part of its valuation premium — back when use cases were still crypto mining, gaming, and early autonomous driving.
The quoted post argues CUDA lock-in has quietly stopped mattering: AI coding tools like Codex can now just rewrite the kernels for AMD hardware. AI-generated code is eroding Nvidia's deepest software barrier.
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