Nvidia – Cuda Ecosystem Q1 2023 Update & Growth Opportunities

  • Public Equity
  • TMT
  • North America


Former executive at Nvidia Corp


  • Evolution of Nvidia’s (NASDAQ: NVDA) Cuda library
  • Trajectory and general roadmap, noting optimisation of Cuda cores
  • Demand outlook, including application-specific and end market growth opportunities
  • Potential market share erosion if another player develops compatible binary-GPU (graphics processing unit) solution that can run Cuda code


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