You're right, it is a much smaller ecosystem, but I think that is partly intentional as a way to focus efforts and not feed into the bubble, which I feel is a smart move. These are the official partners [0]. I'm Hot Aisle.

George was very smart, $500k in the $90's. I saw it coming even earlier than him, but that's cause I was already aware the hardware was good from my own experiences.

[0] https://www.amd.com/en/products/accelerators/instinct/eval-r...

Will it catch up or will it forever chase nvidia's tail? I'm betting on the latter unless another AI winter happens. And contrary to anti-generative AI social media talking points, the literature suggests The Red Queen's race is continuing apace IMO.

Nvidia remains undefeated at responding to hardware threats with hardware diving catches to this day. What scenario prevents them from yet another one of their diving catches? I'm genuinely curious as to how one could pull that off. It's like challenging Google in search: even if you deliver better product and some have, the next thing you know Google is doing the same thing or better with deeper pockets.