Nvidia is a big company that makes special computer chips used to create smart things like self-driving cars or video games. These smart things need a lot of computing power, so Nvidia's chips are very popular and many people use them. But now, some other big companies like Intel, AMD, Qualcomm, Meta, Microsoft, and Google want to make their own chips that can do the same thing as Nvidia's chips. They are working together on a new software called Triton that makes it easier for anyone to use different types of chips for smart things. This could be bad news for Nvidia because if more people start using these other chips, then Nvidia might not be the most popular choice anymore. Read from source...

1. The article title is misleading and sensationalist, implying that Nvidia's leading position is being directly challenged by OpenAI's software, while in reality, it is more of a long-term threat that requires significant effort from other industry giants to develop and promote an alternative software platform.
2. The article focuses too much on the competition between Nvidia and its potential rivals, ignoring the fact that AI development is a complex and collaborative field that involves many stakeholders, including research institutions, startups, governments, and end-users.
3. The article fails to provide adequate context for the current state of AI hardware and software markets, such as the market share, revenue, and innovation metrics of Nvidia and its competitors, as well as the challenges and opportunities they face in terms of technology, regulation, and social impact.
4. The article uses vague and subjective terms to describe AI applications and their performance, such as "large AI systems", "code efficiency", and "accelerated AI applications", without explaining what they mean or how they are measured. This makes it difficult for readers to understand the actual benefits and limitations of different AI chips and software platforms.
5. The article relies on secondary sources, such as the Financial Times and other news outlets, rather than primary sources, such as interviews with industry experts, engineers, or executives from Nvidia, OpenAI, Intel, AMD, Qualcomm, Meta, Microsoft, or Google. This reduces the credibility and depth of the article, as well as its potential to provide new insights or perspectives on the topic.

Neutral.
Explanation: The article presents a balanced view on the competition between Nvidia and other industry giants for AI development software. It acknowledges Nvidia's strength in its Cuda software platform but also highlights the efforts of its competitors to attract customers by targeting this software platform. The article does not express a clear bias towards either side, so the sentiment is neutral.

Possible recommendation: Short NVDA. The main reasons are:

- Nvidia faces significant competition from industry giants like Microsoft, Alphabet, Meta Platforms, Intel, AMD, and Qualcomm who support OpenAI's new developer software Triton that aims to bypass Nvidia's Cuda platform.
- Triton is designed to enhance code efficiency across various AI chips, making them more attractive to customers who do not want to rely on Nvidia's hardware and software ecosystem.
- Nvidia's near monopoly on AI chips is based on its Cuda software platform, which optimizes chips for accelerated AI applications, but this advantage may erode as more competitors adopt Triton or develop similar solutions that are compatible with multiple AI chips.
- Nvidia's valuation is very high, trading at 32 times forward earnings and 18 times sales, which does not reflect the potential risks of losing market share and customer loyalty in the rapidly evolving AI industry.