The AI boom has been going on for a couple years now, and Intel and AMD continue to be unwilling or unable to compete with nVidia head-to-head. Their level of incompetence borders on the implausible. Do they consider the AI developer GPU market not lucrative enough, or too far from their core competency (CPUs and cheap gaming cards only)?
Or... my pet conspiracy theory is that nVidia holds one or more critical patents, and Intel and AMD are quietly tiptoeing around it to prevent legal nuclear armageddon across the industry. This might explain why Intel and AMD both suddenly U-turned away from any kind of official CUDA compatibility: https://news.ycombinator.com/item?id=39344815
But I guess more probably, there are just too many pointy-haired MBAs in charge of the software, and thus billions get left on the table.
