Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

<p class="P1" data-sourcepos="5:1-5:246;141-386">Nvidia's power in AI has never rested on GPU performance alone &mdash; it has also depended on the CUDA software ecosystem. That moat is now facing a new variable as AMD deepens its challenge through software, systems, and partnerships with Anthropic.