#Semiconductor Sovereignty

Total 2 articles

Editorial cartoon: small builders assemble an open modular road of standardized blocks that routes around a locked proprietary fortress and its moat, while a figure on the fortress wall quietly hands them one of the same open blocks — the RISC-V open standard bypassing the CUDA moat

Nvidia Put a Billion RISC-V Cores in Its Own Chips. Can the Open Standard Route Around CUDA?

Nvidia shipped roughly a billion RISC-V cores in 2024, then announced it would run CUDA on the open standard. We break down how royalty-free instruction sets and open software stacks are trying to route around CUDA's lock-in. Part 2 of the Semiconductor Sovereignty series.

Jul 14, 2026

TechEN

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.

Jul 10, 2026