I think the thing that Jensen is getting at is that CUDA is merely a set of APIs. Other hardware manufacturers can re-implement the CUDA APIs if they really wanted to (especially since AFAIK, Google v Oracle ruled that APIs cannot be copyrighted). In fact, AMD’s HIP implements many of the same APIs as CUDA, and they ship a tool (HIPIFY) to convert code written for CUDA for HIP instead.
Of course, this does not guarantee that code originally written for CUDA is going to perform well on other accelerators, since it likely was implemented with NVIDIA’s compute model in mind.
I think the thing that Jensen is getting at is that CUDA is merely a set of APIs. Other hardware manufacturers can re-implement the CUDA APIs if they really wanted to (especially since AFAIK, Google v Oracle ruled that APIs cannot be copyrighted). In fact, AMD’s HIP implements many of the same APIs as CUDA, and they ship a tool (HIPIFY) to convert code written for CUDA for HIP instead.
Of course, this does not guarantee that code originally written for CUDA is going to perform well on other accelerators, since it likely was implemented with NVIDIA’s compute model in mind.