[totoglazer]

CUDA is the basis for the entire “AI revolution.” Their entire stock price now is from the extreme demand for A100/H100 to power AI and other supercomputing needs. That’s possible because the software stack (CUDA drivers, etc) are incredibly powerful at turning the silicon into value. AMD also has ok hardware, but almost no adoption due to software. If they give up the software the huge advantage they have will erode.

[TechBro8615]

I'm skeptical of the argument that Nvidia's superiority to AMD is due to their software. But even if it were, what would AMD gain by having access to the source code of Nvidia drivers? It's not like they can use it to speed up their own chips.