> Challenger AMD’s ability to take data center GPU share from market leader Nvidia will certainly depend on the success or failure of its AI software stack, ROCm.

I don't think this is true. ROCm is a huge advantage for Nvidia but as far as I can tell it is more a set of R&D libraries than anything else, so all the Hot New Stuff keeps being Nvidia first and only (to start with) as the library ecosystem for the hotness doesn't exist yet. Then eventually new libraries are created that are CUDA independent and AMD turns out to make pretty good graphics cards.

I wouldn't be surprised of ROCm withered on the vine and AMD still does fine.