Nvidia can't loose can they
Discussion
No, they can't, its smart to have some money in the major silicon companies, especially as the government money fountain rains on anyone willing to keep manufacturing out of China. That said, Lisa Sue has basically planted the AMD flag on Intel's grave, I think AMD will overtake nvidia next as being the superior GPU manufacturer too, after maybe a few generations. AMD GPUs are being used for the bleeding edge AI stuff right now (when I say bleeding edge, I mean racks hitting the floor that haven't even made it into the cluster yet, we will see if that holds up).
Without CUDA?
I saw that pytorch now turns on apple silicon. So yeah Nvidia will have to share the market eventually
I think its going to come down to AMDs experience with chiplets and bus tech (their infinity fabric). These models are too big to run on any single chip; the bus speed is proving to be a serious bottle neck because its not something the industry has had to deal with yet. The last few generations of AI tech has had major architectural changes as the industry feels out the technical requirements, so its fair to say things will change rapidly, but I think scaling across multiple chips/hosts/racks is going to take center stage.
That's my, "I'm a PC bro" level understanding of what I'm seeing being near the center of the sun.