AI is starting to rewrite the software that made Nvidia untouchable

AI is starting to rewrite the software that made Nvidia untouchable

来源:Business Insider发布于 2026-08-03

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.

相关标的:NVDA

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