CUDA is becoming more critical, not less, every day. Software developed around CUDA is vastly outpacing what other companies produce. And saving a few millions when creating new models doesn't matter; NVIDIA is pretty efficient at scale.

I don't know if you've heard, but NVIDIA is about to add a monthly payment for additional CUDA features and I'm almost certain that many big companies will be happy to pay for them.

> But most models will run or retrain fine now without CUDA.

This is correct for some small startups, not big companies.