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CUDA
NVIDIA's parallel computing platform and programming model for general computing on graphics processing units.
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"The moat of NVIDIA is probably not just the GPU. It's more like the CUDA ecosystem, and that has evolved over two decades"
From:
State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI | Lex Fridman Podcast #490
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▶ 4:00:42
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Jan 2026
Attribution: Sebastian identifies CUDA as NVIDIA's key competitive advantage
"If you could formulate it in that way, we could process everything simultaneously. If you could formulate the problem in the way that we created called CUDA, this is the invention of our company."
Attribution: Jensen explains CUDA as Nvidia's invention and key technology for parallel computing
"I tanked our stock price because we added this thing called CUDA to the chip we had this big idea we added this thing called CUDA to the chip but nobody paid for it but our cost doubled."
Attribution: Jensen describes creating CUDA despite significant financial risk and market skepticism