NVIDIA has lost it..
Chinese researchers open-sourced a model that writes CUDA better than humans experts.
And it completely rewrites the economics of AI hardware.
Writing low-level CUDA kernels to squeeze every ounce of performance out of a GPU has historically required elite, highly specialized hardware engineers. Standard AI models have always bombed at it, falling far short of traditional compiler systems.
Until now.
A joint team from Tsinghua University and ByteDance published "CUDA Agent”, a massive, large-scale agentic reinforcement learning system built to master GPU architecture.
Instead of relying on static prompts or simple multi-turn bug fixing, they built a closed-loop environment with automated hardware verification, profiling, and synthetic data pipelines.
The model learned how to write parallel, high-performance GPU code through trial, error, and reinforcement learning at scale.
The benchmarks are staggering:
It didn't compete with standard tools. It delivered 100%, 100%, and 92% faster execution rates over PyTorch's compiler on KernelBench Level-1, Level-2, and Level-3 splits.
On the brutal Level-3 benchmarks, it outperformed proprietary giants like Claude Opus 4.5 and Gemini 3 Pro by about 40%.
NVIDIA's moat has always rested on two pillars: elite hardware, and the proprietary software lock-in of CUDA.
If an open agentic system can automatically discover, write, and optimize production-grade CUDA kernels better than human specialists, the software moat starts evaporating.
The hardware matters less when the software can rewrite the metal itself.
We're starting to leave the territory where you'd test an LLM by e.g. "create an svg of pelican on a bicycle". As one idea to generalize it, I was interested what Opus 5 would do if I gave it the first paragraph of the Lord of the Rings, a 1M token budget (~$10) and asked for three js render of it. Opus went off for ~2 hours and wrote 5500 lines of code that (procedurally) rendered the story. It's kind of janky but fun. But it's a bit mindboggling that the LLM has to place and orchestrate various polygon assets in (x,y,z) coordinates and write code that animates it all, and that it even does anything at all.
I also like this kind of examples because no one in their right mind would ever spend the time to write something this custom but LLMs have all the stamina and patience in the world, so it's an example where we go from "no one would ever do this" to "sure, why not, it's ~free". There might be a lot more. But I'm excited about creating hyper custom worlds that you can imagine dropping players into, e.g. here to participate in the LoTR story as a spectator NPC, or one of the characters, or etc. Something like an ephemeral GTA of X on demand.
Last thought is that the domain of worlds/games exposes a weakness in LLMs: they can't easily audit their work because they aren't able to efficiently and natively perceive videos or play games within them. Here, Opus 5 had to very slowly and painstakingly take screenshots at different points, and it messed up a few times and created a bunch of jank. An example of raw capability (multimodal, gameplay) that I think is still quite lacking.
Mirza Ghalib called Mangoes the "King of fruits". When asked to share his preference, the great Urdu poet famously declared: "Aam meethe hon aur bahut se hon," meaning mangoes just need to be sweet and plentiful. He celebrated the fruit endlessly in his letters and Persian verses
Nothing beats the taste of Pakistani mangoes - the king of fruits.
Loved for their aroma & taste, more Pakistani mangoes are reaching European consumers straight from local farms, with 🇪🇺 support.
@KaroblisR & his team at EU Delegation have been enjoying 🇵🇰 mangoes this summer.
"Knowledge is a guide that guides us through life", truely said by the master to his disciples. Clip generated using Grok imagine for a YouTube Cartoon Story Channel for kids!
Morning light resets your dopamine circuits and is the first thing you should get exposed to in the morning. Clip generated for a YouTube video I created using Grok Imagine.
"Stop eating oily Smosas"
Grok Imagine can be used to create videos for ads and marketing content. This is one of the examples for a funny ad for a Doctor running private clinic in India.
" The time has come to reveal the truth!" Olivia, a concubine of Rome reveals.
I woud love to create odyssey with Grok but the tokens are too expensive right now. Probably a cheaper dedicated studio outside X using Grok Imagine can one day make it possible!