Arindam Goswami
The Artificial Intelligence (AI) landscape is undergoing a seismic shift, driven by a coalition of tech giants and developers rallying behind an OpenAI-led initiative to build software that facilitates switching between different AI chips. As Nvidia’s dominance in AI hardware faces challenges due to supply shortages and high costs, this initiative aims to democratise AI development by reducing dependence on Nvidia’s proprietary software platform, Cuda. This article contends that India, with its robust software development industry, is uniquely positioned to contribute to this transformative shift, and this strategy plays well to India’s strengths and could assist India from a geopolitical perspective too.
Breaking Free from Nvidia’s Grip
Nvidia’s near-monopoly on AI chips has been underpinned by its powerful Cuda software, which optimizes its GPUs for AI tasks. Developed over nearly two decades, this software creates a formidable barrier for competitors. However, the industry is fighting back. Companies like Meta, Microsoft, and Google are contributing to Triton, an open-source software initially developed by OpenAI. Triton aims to make AI applications compatible with a wide range of chips, offering a viable alternative to Cuda.