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AMD - Moats are made in Software
AMD’s AI upside is capped by NVIDIA's CUDA and unlocked by how fast ROCm stops being “promising".
Sorin Anagnoste
Feb 8, 2026
7 min read
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AMD’s AI upside is capped by NVIDIA's CUDA and unlocked by how fast ROCm stops being “promising".
Feb 8, 2026
7 min read
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