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CUDA

Every story tagged CUDA on AI Chat Daily.

Nvidia stock falls 15% as memory chips become the new AI bottleneck

BusinessLead story

Nvidia stock falls 15% as memory chips become the new AI bottleneck

GPU spot prices peaked in May near $3.20 an hour and have declined since, while DRAM prices climbed 10x over the past year.

Jaeden SchaferEditor in ChiefJul 95 min read

More tagged CUDA

Qualcomm nears deal to acquire AI chip startup Modular

Qualcomm nears deal to acquire AI chip startup Modular

The talks would hand Qualcomm a compiler stack built to abstract away CUDA, the linchpin of Nvidia's AI moat.

Jaeden SchaferJun 234 min read

Nvidia's real moat is CUDA, not silicon

A matrix multiply that takes three lines in PyTorch takes 50-plus in CUDA — and that gap is why AMD and Intel keep losing.

Jaeden SchaferMay 115 min read