How Nvidia's CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
Over the last decade, the landscape of machine learning software development has undergone significant changes. Many frameworks have come and gone, but most have relied heavily on leveraging Nvidia's CUDA and performed best on Nvidia GPUs. However, with the arrival of PyTorch 2.0 and OpenAI's Triton, Nvidia's dominant position in this field, mainly due to its software moat, is being disrupted.
https://www.semianalysis.com/p/nvidiaopenaitritonpytorch
