Nvidia is far and away still the biggest AI hardware company, and a large reason for that is thanks to CUDA. AMD, however, thinks that CUDA might have already had its day in the sun and is a “non-event” for some companies.
At an Advancing AI pre-briefing, AMD’s corporate VP and GM of its data centre GPU business group Andrew Dieckman explained:
“I used to talk to our customers about CUDA a fair bit. I have almost zero conversations with our customers about CUDA at this point in time. It’s a non-event, certainly for our major… Like, everyone’s programming at higher levels of abstraction. They’re using different serving frameworks.
“And the other thing that’s really accelerated [CUDA] not really being the ‘moat’ that some people still think it is, is the efficacy of the AI agents, the models themselves, to assist our customers optimising to the AMD platform. That’s a 2026 phenomenon.”