[JonChesterfield]

AMD shipped Frontier. Compare and contrast with Intel's Aurora.

Epyc took the performance crown from Intel. Games consoles have been AMD for ages.

AMD are competing with Intel and Nvidia simultaneously with fewer resources than either, having come back from near bankruptcy in recent memory.

There's been plenty of effort and execution from team red.

It's commercially unfortunate that the crypto and now deep learning crowd don't particularly value the flexibility or control that comes from an open source toolchain. Regardless, I don't think the Cuda moat will hold out.