> NVidia has software moat for specialized applications but not for AI, which is responsible for most of their sales now. Almost everyone in AI uses pytorch/jax/triton/flash attention and not CUDA directlyAnd what does pytorch et al. use under the hood? cuBLAS and cuDNN, proprietary libraries written by NVidia. That is where most of the heavy lifting is done. If you think that replicating the functionality and performance that these libraries provide is easy, feel free to apply for a job at NVidia or their competitors. It is pretty well paid.