Machine Heart

May 2, 2026 · Industry Insights

Beyond CUDA: Nvidia’s Token Factory and Supply Chain Guard Its Moat from TPU

The article examines Nvidia’s competitive moat beyond CUDA, detailing how its token‑factory model, extensive supply‑chain commitments, and a flexible accelerator ecosystem contrast with Google’s TPU ASIC approach, while also exploring the impact of AI agents on future compute demand.