> do see a lot of desire among MS, google, and AMZ to break nvidia's monopoly on gpu compute They are all implementing XLA-compatible accelerators where the so

> do see a lot of desire among MS, google, and AMZ to break nvidia's monopoly on gpu compute They are all implementing XLA-compatible accelerators where the software is mostly opensource and the hardware is not. > but I could easily see a group rallying behind AMD hardware I strongly believe that ship has sailed and sunk to the bottom of the ocean. MS/Meta/Google/Amazon won't hitch their trailer to another platform that they don't control. They will invest more and more into custom silicon which offers one more way to do vendor lock-in while also giving them more control over pricing strategies. Right now the issue is that they can't buy enough Nvidia GPUs to meet demand and Nvidia is itself forced to deal with TSMC.