CUDA
NVIDIA's programming platform for general-purpose GPU computing; the software moat underpinning its AI dominance.
Current numbers
CUDA 13.3current CUDA Toolkit (released May 2026); paired with R580 LTSB data-center driver
~28%custom-ASIC (XPU) share of AI-server shipments in 2026 — each unit a non-CUDA software regime by construction
37–66%AMD MI300X realized inference throughput vs H100/H200 despite ~1.3x paper FLOPS — the CUDA-moat tax