2026-11-01
CUDA: Ten Years of Wall Street Ridicule That Turned Gaming Graphics Cards into the Trillion-Dollar Foundation of AI
[100 Products That Changed the World · #38] Why do AMD and Intel build formidable GPU silicon, yet NVIDIA captures over 90% of global AI training compute profits? The secret isn't in the wafer—it's in CUDA, the software layer Jensen Huang insisted on baking into every gaming graphics card starting in 2006 despite six years of crashing margins and Wall Street fury.
