老黄垒20年的CUDA护城河，AI刚刚用10小时凿开了

TL;DR - Infinity says its Ignition coding agent built low-level inference software for d-Matrix chips in 10 hours, illustrating how agents could reduce the cost of adapting AI workloads beyond CUDA. The work covers kernels and related tooling—not CUDA’s full ecosystem—and validation remains a major barrier.

• Ignition iteratively generates kernels, compiles them, tests correctness and performance, and revises the code from feedback.
• The approach targets inference, where workloads can more readily move across hardware based on cost, speed, and energy efficiency.
• CUDA retains substantial advantages in optimized libraries, debugging and validation tools, production reliability, and its developer ecosystem.
• DeepSeek’s open-source TileKernels similarly aims to reduce hand-written low-level CUDA through TileLang.