[Jlagreen]

Yes, but will they pay as well?

Getting good AI talent now is very costly. HW engineers are cheaper.

Nvidia has more SW than HW engineers for a reason and the transformation for that started slowly almost 2 decades ago and accelerated 2012 with AlexNet, the first public showcase of a NN running on GPUs. Jensen saw what that meant and transformed the company from that moment focusing on DeepLearning.

Nvidia isn't waiting for a market to develop but prefers to create markets by tackling hard and complex problems. It seems that Nvidia got lucky with AI but it was a long lasting preparation for Jensen.

[latchkey]

I agree, it is an uphill battle for AMD.

Tell me though, what Fortune 500 do you know that is willing to put all their eggs in one basket? It is MBA 101 to not do that.

There needs to be alternatives in the space. Why not let them try?