> "NVIDIA is a software-defined company today," Huang said, "with rich software content like GeForce NOW, NVIDIA virtual workstation in the cloud, NVIDIA AI, and NVIDIA Drive that will add recurring software revenue to our business model."
It's a very similar story for Intel. NVIDIA and Intel are selling hardware because of their software portfolio. How many GPUs would NVIDIA sell in the HPC market if it wasn't for CUDA and the various support libraries around it?
Intel's non-client solution revenue was over 40% of their total revenue in 2020. This includes their (software-) AI solutions, applications, licence business and services. So Intel, too makes a significant amount of money from software and services around their software ecosystem.
> How many GPUs would NVIDIA sell in the HPC market if it wasn't for CUDA and the various support libraries around it?
We don't have to hypothesize about this. The HPC GPU market has multiple vendors, just look at how many HPC GPUs AMD or Intel are selling: AMD and Intel have ~0.8% or so market share. NVIDIA has >99%.
Pretty much every review of HPC GPUs states that AMD GPUs are both faster and cheaper.
