Nvidia's dominance in AI chips stems from its deeply entrenched CUDA software ecosystem, not just superior hardware. Competitors must match both chip performance and full software compatibility to have any real chance of breaking Nvidia's hold.

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Nvidia dominates the AI chip market so completely that competitors are struggling to find a way in. Its advantage isn't just better hardware — it's the CUDA software ecosystem that developers have built on for years, making it extremely difficult to switch. Challengers must offer not just comparable chips, but full software compatibility, which remains the biggest barrier to breaking Nvidia's grip.

The only moat left in AI

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