No cloud provider is gonna see further price gouging from the company with the largest market share and think "Yeah, let's disconnect from the only remaining competitor, make sure every nail is in our coffin".
It's probably the opposite. I bet this move will lead to AMD's increased funding towards compatability and TPU development, in the hopes that they'll become a serious competitor to Nvidia.
no investor is going to bet on the second-place horse. Because they would've done the betting _before_ nvidia became the winning powerhouse that it has become!
The fact is, AMD's hardware capability is just insufficient to compete, and they're not getting there fast enough - unlike the games industry, there's not a lot of low budget buyers here.
Right, isn't that an argument to stop investing in nvidia, and hedge your bets by investing in current second-place horse in case it becomes the winning horse?
Assuming of course you think AMD has even a slight chance of becoming that winning horse.
But post chatgpt release, they diverged[0]. And this is what i am talking about regarding the betting before nvidia became the winning horse. Aint nobody betting on AMD any more.
[0] https://finance.yahoo.com/chart/AMD#eyJsYXlvdXQiOnsiaW50ZXJ2...