The classic economic benefits of competition: * Drives down price * Enhances product features (I see them competing on VRAM first) * Helps to insulates buyer

The classic economic benefits of competition: * Drives down price * Enhances product features (I see them competing on VRAM first) * Helps to insulates buyers from supply issues Nvidia has kneecapped their consumer grade hardware to ensure the gaming market still has scraps to buy in spite of crypto mining and the AI gold rush. All AMD would have to do to eat into Nvidia marketshare is remove the hardware locks in low-end cards and ship one with 64GB+ of VRAM. This of course would only work if they have comparable/usable software support. Any improvements to ROCm will be a boon for any company that doesn't already have or can't afford huge farms of high-end Nvidia chips.