Sadly for them, Nvidia didn't stay still in the meantime and created the next generation of CUDA, CuTile for Python and soon for C++, through CUDA Tile IR (using a similar compiler stack based on MLIR).

Event though it's not portable, it will likely have far greater usage than Mojo just by being heavely promoted by Nvidia, integrated in dev tools and working alongside existing CUDA code.

Tile IR was more likely a response to the threat of Triton rather than Mojo, at least from the pov of how easy is to write a decently performing LLM kernel.