the first problem is a whole generation of people learned to code ai applications by fiddling around with the gpu in their gaming pc 10 years ago. so an entire generation of talent grew up with cuda

the second problem is that so many libraries and existing software is cuda only. even some obscure hardware stuff. i discovered the hard way that some AMD thinkpads dont support thunderbolt transfer speeds on their usb-c ports, whereas nvidia ones do

the third problem is that the cost to develop a cuda equivalent is so great that its cheaper for companies like google to make TPU and amazon to make Trainium. its literally cheaper to make an entire new chipset than it is to fix AMd. i dont see companies like apple/amzn/goog etc fixing AMDs chips

>its literally cheaper to make an entire new chipset than it is to fix AMd

Is it? Or does AMD expect to make a profit and it's cheaper to make your own chips at cost?