# Nvidia is a software company, not a hardware company

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2023-05-12
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** AI SUPERCLOUD with Greg Osuri of Akash Network (The Interop)
- **Watch at:** 01:04:28 — https://www.youtube.com/watch?v=FAuW6cUWkR8&t=3868s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2023-05-12-nvidia-is-a-software-company-not-a-hardware-compan-rdbi/
- **Cite as:** Greg Osuri, "Nvidia is a software company, not a hardware company," AI SUPERCLOUD with Greg Osuri of Akash Network (The Interop), 12 May 2023, 01:04:28. https://www.youtube.com/watch?v=FAuW6cUWkR8&t=3868s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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