For the long tail of ML uses, $Y dominates. That's actually most of the market. AMD will do fine for 3d gaming, stable diffusion, and a few similar uses. And p

For the long tail of ML uses, $Y dominates. That's actually most of the market. AMD will do fine for 3d gaming, stable diffusion, and a few similar uses. And price/performance wins for giant data centers doing something specialized (but if NVidia is about to lose a major data center deal because $W > $X + $Y, they can just cut a deal on $W).