← GPU Economics

Nvidia is a software company, not a hardware company

AI SUPERCLOUD with Greg Osuri of Akash Network (The Interop)

“Nvidia is a software company, not a hardware company — that’s my contrarian take. Nvidia’s innovation is really software, the CUDA SDK that they came out [with] 10 years ago. That’s why they’re really good with AI.” — 01:04:28

Context: Explaining why GPU workloads break container portability and why Nvidia dominates ML; he later adds “Nvidia is the Apple of chips” (01:05:52).

See it among all GPU Economics predictions →