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AMD's software quality has massively improved since AMD DC GPU division went hardcore mode back in January 2025. It isn't just us saying this but many of AMD's Instinct GPU customers are saying this too. Great work to Anush Elangovan 's team of amazing engineers.🥳

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SemiAnalysis

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In late 2023, AMD made its best acquisition to date: NodAI, led by CEO Anush Elangovan. At the time, AMD had a 0% chance of challenging CUDA, while AMD was strong in hardware, it didn't understand software. Since the NodAI acquisition, Anush has driven AMD’s AI software strategy and helped reshape the org around the importance of software and software–hardware co-design. As a result, AMD now has a non-zero chance of breaking the CUDA moat. Had NVIDIA acquired NodAI instead, AMD would almost certainly still be stuck at a 0% chance.
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