AMD says Nvidia’s CUDA software is becoming less important to major AI customers, as they increasingly use higher-level programming tools that reduce direct reliance on it. If that assessment proves correct, it could weaken a key advantage behind Nvidia’s dominance in AI hardware and give rivals such as AMD a better chance to compete.

At an AMD Advancing AI briefing, data-centre GPU chief Andrew Dieckman called CUDA a “non-event” in most customer discussions, arguing that AI serving frameworks now handle lower-level software tasks. He also said AI agents can help customers optimise software for AMD platforms, but the article notes AMD has a commercial interest in this view and that companies may still favour Nvidia’s established infrastructure for costly data-centre investments.