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Latest News for CUDA
BLUE OWL MANAGED FUNDS LEAD $2.4 BILLION AI FACTORY FINANCING FOR IREN
BLUE OWL MANAGED FUNDS LEAD $2.4 BILLION AI FACTORY FINANCING FOR IREN PR Newswire NEW YORK, Aug. 28, 2026
CUDA isn't Nvidia's moat anymore. Its balance sheet is.
Nvidia's moat isn't CUDA anymore Nvidia reports tomorrow, and analyst Patrick Moorhead argues the thing protecting it is no longer the thing everyone cites. CUDA is still a moat, he says, just a smaller one.
AI is starting to rewrite the software that made Nvidia untouchable
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.
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