By @Kiplinger
Publication Date: 2026-02-23 15:05:00
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Agentic AI startup founder: Nvidia faces long-term competitive pressures
Over the past two decades, Anurag Gurtu has founded multiple companies, with successful exits to Splunk, Tripwire and Sun Microsystems. He also has extensive experience with machine learning and generative AI.
His latest venture is Airrived. The company is the developer of the Agentic OS, which is focused on cybersecurity, IT and business operations. While the system is agnostic in terms of GPU vendors, his company has worked extensively with Nvidia implementations.
“Nvidia’s dominance extends beyond raw silicon performance,” says Gurtu. “With next-generation AI GPUs like Blackwell, the deeply embedded CUDA software ecosystem, advanced networking capabilities, and strategic hyperscaler alignment, Nvidia has built a full-stack AI platform that creates powerful switching costs. This is no longer a chip cycle; it is an infrastructure transformation, and Nvidia sits squarely at the center as the foundational engine of the AI-driven global economy.”
However, holding onto this dominant position will not be easy. The fact is that the competitive environment is getting more intense.
Organizations are leery of having Nvidia as a single vendor, especially as AI becomes increasingly mission-critical. This means constrained portability and architectural flexibility.
“That’s precisely why major cloud providers are investing aggressively in alternative silicon,” explains Gurtu….
