Signal
Nvidia’s moat is written in code
NvidiaAugust 26, 2026
CUDA turns developer adoption into customer captivity by making the hardware harder to leave than to buy.
The Crackback
The lock-in starts with engineers, then ends with procurement.
Signal
CUDA turns developer adoption into customer captivity by making the hardware harder to leave than to buy.
The Crackback
The lock-in starts with engineers, then ends with procurement.