Now I i see how where talking past each other. I 100% agree that none of if the hyperscalers are currently (publicly) training on AMD silicon. I disagree with forward-looking statements like it "can't" happen, because I can guarantee you several of them are actively working on making it possible to train on AMD chips - that's just too juicy a target for a bonus packets all the way up to directors: "Our team saved the org $x0 million in TCO vy enabling training on MI300/MI400X in our new clusters"