摩根士丹利谈 Nvidia CUDA 护城河担忧：前沿模型公司早已架构无关，CUDA 多年不再关键
Yes, I covered this in great detail in my previous AMD article as well. This is something we need to take seriously and keep a close eye on.
AI 导读
Morgan Stanley 在研报中回应 Nvidia CUDA 护城瓦解的担忧，认为该问题被过度关注。其观点是：大型前沿模型公司已明确转向架构无关的方案，在这一层面上 CUDA 已多年不再重要。