Can AMD break the CUDA Moat? AMD Advancing AI 2026

When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug submitter for many months with dozens of AMD engineers triaging our bug reports.Six months later, in our AMD 2.0 article, we took the non-consensus position of upgrading from 0% chance to a much more meaningful chance at success. We published this opinion when sentiment towards AMD was sitting at rock bottom, and when most of the market thought we were were being far too optimistic towards AMD.That view was based on our observations that AMD has the leadership that can create change rather than suffer from committee style leadership. Lisa quickly hopped on a calls with us and has since then im…