Latest / Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning
How Nvidia Built a Moat on CUDA and Developer Lock-In
In this episode of Business Strategy Talks, Lucas and Luna unpack the moat behind Nvidia's dominance in AI chips. While competitors race to build better hardware, Nvidia's real advantage isn't just the chip—it's CUDA, the software platform that locks in developers. Lucas explains how CUDA creates switching costs, why it's been running for nearly two decades, and how Nvidia turned a GPU into an AI supercomputer. Luna questions whether the moat is durable as rivals like AMD and startups challenge with open-source alternatives. Specific numbers: 4 million developers on…
The skinny
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