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CUDA is not the real issue, AMD's HIP offers source-level compatibility with CUDA code, and ZLUDA even provides raw binary compatibility. nVidia GPUs really are quite good, and the projected advantages of going multi-vendor just aren't worth the hassle given the amount of architecture-specificity GPUs are going to have.
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Okay, then don't kill CUDA, just sign CUDA drivers on macOS instead and quit pretending like MPS is a world-class solution. There are trillions on the table, this is not an unsolvable issue.
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Admittedly, my use of CUDA and Metal is fairly surface-level. But I have had great success using LLMs to convert whole gaussian splatting CUDA codebases to Metal. It's not ideal for maintainability and not 1:1, but if CUDA was a moat for NVIDIA, I believe LLMs have dealt a blow to it.
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