Ongoing2 articles
Semiconductor Sovereignty: Three Fronts Against Nvidia's Moat
Rivals have caught Nvidia's chips — so why won't its share budge? The real moat isn't silicon; it's the roughly 20-year-old CUDA software ecosystem. Across four parts, this series dissects the three fronts taking aim at that moat.
- ・Part 1 The CUDA Moat
- ・Part 2 The Open-Standard Counterattack (RISC-V)
- ・Part 3 The Localization Paradox (China)
- ・Part 4 The Regulatory Battlefield (EU & export controls)
Articles
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Rivals Caught Nvidia's Chips. So Why Won't Its Share Move? The Moat Is CUDA
AMD's MI325X matches or beats Nvidia on memory and bandwidth — yet Nvidia's 86-92% share holds. The real moat is CUDA, 20 years in the making. Part 1 of 4.
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Nvidia Wrote Off China and Still Hit a Record Quarter. The Export Controls Behind It Are a Shield and a Cage
US AI-chip export controls split into three layers in the first half of 2026 — January easing, a May crackdown on circumvention, and a pending bill. Nvidia erased China from its guidance and still posted a record $81.6 billion quarter. A look at the export policy that both shields and cages it.
