Plus their consumer card support is questionable to say the least. I really wish it was a viable alternative, but swapping to CUDA really saved me some headaches and a ton or time.
Having to run MiOpen benchmarks for HIP can take forever.
NVIDIA has a moat for smaller systems, but that is not true for clusters.
As long as you have a team to work with the hardware you have, performance beats mindshare.
Nvidia of course has a shitload more money, and they've been doing this for longer, but that's just life.
> smaller systems
El Capitan is estimated to cost around $700 million or something with like 50k deployed MI300 GPUs. xAI's Colossus cluster alone is estimated to be north of $2 billion with over 100k GPUs, and that's one of ~dozens of deployed clusters Nvidia has developed in the past 5 years. AI is a vastly bigger market in every dimension, from profits to deployments.