Nvidia articles

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Not just the hardware: How deep is Nvidia's software moat?

The inherent inertia of software ecosystems
The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.
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Black Myth: Wukong and Naraka Bladepoint receive path tracing, plus RTX updates en route for other titles

Diablo 4 to receive ray tracing on March 26, Star Wars Outlaws adds RTXDI
Highly anticipated: Black Myth: Wukong has been one of the most impressive-looking upcoming games since its initial 2020 unveiling. With the release date a few months away, Nvidia has announced that it will become the third AAA game to employ path tracing. Additionally, the popular free-to-play game Naraka Bladepoint will receive path tracing through an update soon.
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Jensen Huang: Even if competitors' AI products were free, Nvidia's chips would still be better value

Jensen "Humble" Huang
A hot potato: Nvidia has become the dominant force in the AI hardware industry, and CEO Jensen Huang knows it. The leather jacket-loving boss is so confident in the ability of his products, he says that even if the competitors' chips were free, they would still be a worse option than Nvidia's expensive alternatives.
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Nvidia is allegedly punishing customers with shipment delays, former AMD VP labels it a "GPU cartel"

Nvidia has a history of unsavory behavior
A hot potato: Nvidia is experiencing the kind of success most companies could only dream of right now, and it's all thanks to the generative AI boom. But not everyone is praising Jensen Huang and his firm. After a rival chip maker accused it of delaying orders of AI GPUs to customers who are courting other suppliers, a former AMD vice president has called Team Green "the GPU cartel."