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Nvidia’s rivals take aim at its software dominance

OpenAI-led push for an alternative to ‘Cuda’ seeks to break chipmaker’s stranglehold on AI market

Nvidia’s rivals and biggest customers are rallying behind an OpenAI-led initiative to build software that would make it easier for developers of artificial intelligence to switch away from its chips.

Silicon Valley-based Nvidia has become the world’s most valuable chipmaker thanks to a near monopoly on the chips needed to create large AI systems, but supply shortages and high prices are pushing customers to seek out alternatives.

Making new AI chips only solves part of the problem, however. While Nvidia is best known for its powerful processors, industry figures say its “secret sauce” is its software platform, Cuda, which enables chips originally designed for graphics to speed up AI applications.

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