Two thoughts that come to mind: 1. AMD has struggled in the past and even today on being profitable with their GPUs. Makes it difficult to entice an army of kn

Two thoughts that come to mind: 1. AMD has struggled in the past and even today on being profitable with their GPUs. Makes it difficult to entice an army of knowledgeable devs without consistent cash flow. Granted, the tide is turning with their profitable CPU business and equity has shot up. 2. More importantly I think that, being the underdog, AMD has to have a cheaper, open solution to compete. Why would a customer choose to go with AMD’s nascent and proprietary stack over Nvidia’s well established and nearly ubiquitous proprietary stack? To be clear, I don’t think the problems are insurmountable. AMD won a couple HPC deals recently which should afford them the opportunity to build up their software and invest in a competitive hardware solution.