[AnthonyMouse]

AMD is actively working to recreate CUDA. "Haven't succeeded yet" is very different from having failed, and they're certainly not giving up.

Intel's fab is in trouble, but that's not the relevant part of Intel for this. They get a CUDA competitor going with GPUs built on TSMC and they're off to the races. Also, Intel's fab might very well get bailed out by the government and in the process leave them with more resources to dedicate to this.

Then you have Apple, Google, Amazon, Microsoft, any one of which have the resources to do this and they all have a reason to try.

Which isn't even considering what happens if they team up. Suppose AMD is useless at software but Google isn't and then Google does the software and releases it to the public because they're tired of paying Nvidia's margins. Suppose the whole rest of the industry gets behind an open standard.

A lot of things can happen and there's a lot of money to make them happen.