NVIDIA's CUDA won by serving dozens of use cases—it doesn't need to spray 1,000 bets now
ivan_bezdomny · x · 2026-11-13
The author argues NVIDIA's AI chip dominance came from CUDA serving dozens of use cases, where convnets and later LSTMs/Transformers were just one small use case that ballooned into a huge business. So NVIDIA likely doesn't need to try 1,000 things like that now, at least not in the short-to-medium term. Jensen's bigger move was pivoting from very few acquisitions and venture investments to massive numbers of them.
Related event: NVIDIA's Moat Grew from CUDA's Dozens of Use Cases(2 posts)→
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