How do we know the strategy wasn’t to avoid releasing a CUDA alternative until NVIDIA is wounded by an anti-trust lawsuit and then when they get broken up deploy your CUDA alternative and speed past them? Could be playing the long game.
That’s not the case at all. AMD and Intel could be making money hand over fist right now if they had products that worked with the ML ecosystem. If they had any magic bullet they’d be idiots to not have used it years ago, they’re missing out on tens of billions of dollars on purpose for what? Even if NVIDIA got broken up their cards would still have massive demand and profit margins. I don’t think you understand how much of a shortage of compute there currently is, anyone who isn’t blatantly incompetent or ignoring ML can make money. AMD and Intel are just fat corporations who didn’t see the potential and thought business as usual would stay number one. Now they’re standing on the sidelines with their dicks in their hands while Jensen is leading the parade.
