Seems odd not to mention competitors such as AMD. Not as if Nvidia has any secret sauce. "Analysts" like this also seem to misunderstand Cuda as that such a sauce, when in fact AI wants higher-level toolkits (which are not at all tied to Nvidia).
CUDA is the secret sauce. AMD has no equivalent, nor does it have a high level alternative. People have begged AMD for this for years and they’ve only started to take it seriously now.
AMD's equivalent is HIP [1], for sufficiently flexible definitions of "equivalent". I can't speak to how complete/correct/performant it is (I'm just a guy running tutorial/toy-level ML stuff on an RDNA1 card), but part of AMD's problem is that it might not practically matter how well they do this because the broader ecosystem support specifically for the CUDA stack is so entrenched.