EXPLAINED: Cuda | Vintage Vibes

A Tectonic Shift in AI Is Underway and AMD Stock Is No Longer a ‘Discount’ Competitor to Nvidia. It’s a Bet on the Future.

AMD is evolving from a budget alternative into a formidable competitor to Nvidia by overcoming the CUDA software barrier. This analysis examines AMD’s explosive financial growth and its strategic positioning as a core provider of global AI infrastructure.

Barchart · Apr 15

A project to bring CUDA to non-Nvidia GPUs is making major progress — ZLUDA update now has two full-time developers, working on 32-bit PhysX support and LLMs, amongst other things

ZLUDA has expanded its team and made steady technical progress in Q1: Expands support for LLM.c, attempts to bring back PhysX 32-bit.

Tom’s Hardware · Jul 3, 2025

China's Moore Threads polishes homegrown CUDA alternative — MUSA supports porting CUDA code using Musify toolkit

Moore Threads' MUSA shows China's intent to break away from CUDA with its own GPU programming environments.

Tom’s Hardware · Apr 14, 2025