CUDA IS STILL A GIANT MOAT FOR NVIDIA

Summary from the TLDR newsletter

Nvidia controls both its GPUs and CUDA, giving it a killer advantage. CUDA makes it easy to reap the benefits of the hardware that Nvidia makes. One of the reasons for Nvidia's dominance is its years and billions of dollars in investment into the CUDA ecosystem. It may be possible in the future for competing projects to take over, but it will take quite a while for the impacts of Nvidia's heavy long-term strategy to go away.