$Advanced Micro Devices(AMD)$ This will certainly bounce back big. This is just noise what analysts are doing. In reality, AMD is constantly improving. Their latest ROCm v 6.3 (released on Nov 26th 2024) is highly performant like Cuda. Previously, yes, they all lacked software stack, but that gap is closing sooner than you think. What I hear from AMD and some of the the articles are that they have been heavily working on software stack for AI, and that too lot of engineers, spending somewhere $5 billion annual budget to improve software stack itself, to close all the gaps with Cuda.
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