Acquired · Sep 6Nvidia Part III: The Dawn of the AI Era (2022-2023)
Shipped in every Nvidia GPU since 2006, it grew from 1 million developers in 2016 to 4 million by May 2023, with about 10,000 person-years invested. It locks in developers and makes Nvidia a platform company more like Microsoft than Intel.
Tips
- Nvidia put CUDA into every GPU it shipped from 2006, which looks genius now▶ 2:12:06About 10,000 person years have gone into CUDA, and over 1,600 people on LinkedIn list CUDA in their Nvidia job title.
- Nvidia sees itself as a platform company like Microsoft, not a chip company like Cisco or Intel▶ 1:42:22Nvidia has thousands of engineers on CUDA, and AMD's equivalent ROCm and the open source ecosystem are years behind.
