CUDA Proves Nvidia Is a Software Company

# Nvidia's Real Advantage Isn't Its Chips—It's the Software That Runs Them Nvidia's most powerful competitive advantage isn't the graphics processors everyone talks about—it's CUDA, the specialized software that lets AI systems actually run on Nvidia hardware. Because so many companies have already built their AI tools around CUDA, switching to a competitor's chips would be enormously expensive and disruptive, which means Nvidia has locked in its dominance in ways that are nearly impossible to break. This software "moat" is actually harder to compete against than the hardware itself, making Nvidia's position in the AI market far more durable than it might first appear.