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CUDA (Compute Unified Device Architecture) is a closed-source low-level API that interfaces software with NVIDIA GPUs. CUDA is a major moat for NVIDIA. It’s part of why NVIDIA GPUs command such a premium over other hardware (and are perpetually in short supply). A few reasons why the monopoly exists: * Hardware/software synergy. NVIDIA has consistently shipped the fastest hardware) and software. It’s been difficult for other companies to build this flywheel (software companies don’t have the

Google usually finds its phones overshadowed by devices from Apple and Samsung. But our managing editor for mobile thinks there are 7 ways the Pixel 8 could stand out from the smartphone crowd this fa

A recent TrendForce report suggests significant developments in the High Bandwidth Memory (HBM) market and the AI accelerator chip industry

Large Language Models like ChatGPT and Bard burn a lot of cash in chip acquisition and various operational costs. These have implications like the latest AI offerings not being made publicly available because every free user costs money for the company at the backend, and not-for-profit business models becoming rendered unviable. How AI companies monetise LLMs will be keenly watched

Exploring Google's strategic approach to generative AI including its products, services, and market approach. Analyzing Google's opportunity and competitive position.