> CUDA is a huge reason NVidia is so big right now. Their GPUs are broadly similar to AMD. Their software libraries are better.

This was pre-2026 story. CUDA isn't a moat anymore.

Now it's mostly market dynamics: People always ship ad optimize things for Nvidia because it's the most widely used platform, and people buy it because it has the most software.

This is much less of a barrier than it used to be though. Buggy AMD GPU drivers remain a problem though.