Nvidia does have secret sauce, though. That's kinda the point of CUDA cores and Tensor accelerators and RT cores, even. They are all secret (read: proprietary)

Nvidia does have secret sauce, though. That's kinda the point of CUDA cores and Tensor accelerators and RT cores, even. They are all secret (read: proprietary) and provide relevant "sauce" via performance improvements Nvidia monopolizes. It's arguably unfair, but just the way the cookie crumbles. Nvidia funded GPGPU drivers when AMD and Apple abandoned their cross-platform efforts. Nvidia funded early GAN and transformer-architecture papers, and incorporated their findings into the software layer. Analysts certainly misunderstand CUDA, but that doesn't change it's status as a non-negligible moat. It is a by-product of an overly hostile computer industry, spearheaded by a company that's more than happy to profit from bad blood.