$Advanced Micro Devices(AMD)$ it's a mistake to equate discrete GPU gaming with the AI accelerator market, it's not the same at all. In addition, Nvidia $NVIDIA Corp(NVDA)$ + Intel $Intel(INTC)$ were able to muscle out AMD from OEM sales, however DC is in another universe, they will have much less success muscling AMD out in that space.Intel has lost a lot of credibility in the DC already, and lacks adquate GPU tech. AMD has been gaining market share in DC over Intel as a result, this is in contrast to the OEM market where Intel can still keep AMD out, although for how much longer is in question. Nvidia's CUDA won't be enough to keep AMD