Microsoft and Meta are running customer facing LLM workloads on AMD's graphics cards. Oracle seems to like them too. Google is doing the TPU thing with Broadcom and Amazon seems to have decided to bet on Intel (in a presumably fatal move but time will tell). We'll find some more information on the order book in a couple of weeks at earnings.

I like that the narrative has changed from "AI only runs on Cuda" to "sure it runs fine on AMD if you must"