Curiously every big player/vendor doing something remotely relevant to GPU/NPU/APU etc. sees massive growth. Apple's M-processors are much better in terms price/value ratio for current ML pipelines. But Apple do not have server line, which then seems to be super massive problem for their products, even though their products actually compete with NVidia in the consumer market, which is very substantial position, software or not.

AMD was also lagging with drivers, but now we see OpenAI swearing they gonna buy loads of their products, which so many people were not favor of liek just 5-7 years ago.