The most useful detail in Google's new developer tool for moving PyTorch workloads onto its own silicon is that Google is now competing on porting cost instead of benchmark charts. As Julie Bort reports for TechCrunch, Google has joined Amazon in releasing a tool aimed at making it easy for PyTorch users to move their apps off Nvidia GPUs.

That framing matters more than any spec sheet, because it attacks the part of Nvidia's position that actually holds customers in place.

The moat was never really the chip

PyTorch is where model code gets written, and CUDA has been the default compilation target for so long that "runs on PyTorch" and "runs on Nvidia" quietly became the same sentence in most teams' heads.…