AI Coding Agents Put Nvidia's CUDA Edge to the Test

AI coding agents are increasingly able to reproduce CUDA-like software, threatening Nvidia's long-standing software moat. While startups and cloud providers explore cross-chip compatibility and open approaches, Nvidia argues that its tightly integrated hardware-software stack and robust verification tools still create a durable advantage, suggesting the battle may hinge on how quickly tooling and inference workloads evolve rather than a collapse of CUDA.