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“CUDA MOAT ALERT 🔥: In less than 70 days, GB200 NVL72 serving costs decreased by 2.5x through software improvements alone”
@semianalysis_
NVIDIA's CUDA software moat deepens: 2.5x serving cost cut on GB200 NVL72 via software alone locks in hardware dominance.
NVDALONG@ $210.18
$199.41-5.13%
since call Jun 22
peak +2.1%
“CUDA MOAT ALERT 🔥: In less than 70 days, GB200 NVL72 serving costs decreased by 2.5x through software improvements alone”
@semianalysis_
CUDA software gains widen NVIDIA's moat, making AMD's ROCm-based AI inference stack increasingly uncompetitive on cost-per-token.
AMDSHORT@ $551.55
$482.75+12.47%
since call Jun 22
peak +21.7%
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