Nvidia’s “remaining edge lies primarily in its ability to integrate AI clusters with its CUDA platform,” he added.
CUDA is Nvidia’s programming architecture that engineers rely on to develop AI models and applications on its GPUs. Its widespread adoption and the robust ecosystem built around it make developers strongly inclined to stay with Nvidia.
A look at history
Nvidia’s market share in China took a turn for the worse from 95 percent to 50 percent in recent years. CEO Jensen Huang has already raised an alarm regarding the issue, warning more Chinese customers would buy Huawei’s chips if the export curbs don’t stop.
Following the U.S. ban on the H20 in April, Nvidia initially explored creating a downgraded version of the chip specifically for the Chinese market, according to sources.