This One-Year-Old Start Up Built a CUDA Rival in Just 10 Hours — Is Nvidia's Moat Under Threat? - Alphabe

This One-Year-Old Start Up Built a CUDA Rival in Just 10 Hours — Is Nvidia's Moat Under Threat? - Alphabe

Infinity recreated CUDA equivalent in 10 hours via AI agents, eroding Nvidia's 20-year software moat with automated code generation. For tech leaders, vendor lock-in erodes; chip-agnostic libraries enable stack diversity and cost control.