The Frontier

Chris Lattner explains that hardware fragmentation and proprietary software stacks like Nvidia's CUDA create vendor lock-in, hindering AI deployment across diverse chips from Nvidia, AMD, and Apple.

Huang claims the programmability of CUDA and Nvidia's architecture is essential for rapid AI algorithm innovation, enabling leaps like the 35x to 50x efficiency gain from Hopper to Blackwell.

Huang states CUDA's value lies in its massive install base, rich ecosystem, and presence in every cloud, making it the default, low-risk foundation for developers and framework builders.