It’s interesting. They have had plenty of time and resources available to mount solid competition. Why haven’t they? Is it a talent hiring problems or some more fundamental problem with their engineering processes? The writing has been on the wall for gpgpu for more than 10 years. Definitely enough time to catch up.
Its a commitment problem IMO. NVidia stuck with CUDA for a long time before it started paying them what it cost. AMD and Intel have both launched and killed initiatives a couple times each, but abandon them within a few years because adoption didn't happen overnight.
If you need people to abandon an ecosystem thats been developed steadily over nearly 20 years for your shiny new thing in order to keep it around, you'll never compete.
