AMD did over $5 billion in GPU compute (Instinct line) last year. Not nVidia numbers but also not bad. Customers love that they can actually get Instinct system rather than trying to compete with the hyperscalers for limited supplies of nVidia systems. Meta and Microsoft are the two biggest buyers of AMD Instincts, though...
AMD Instinct is also more power efficient and has comparable (if not better) performance for the same (or less) price.
AMD Instinct is also more power efficient and has comparable (if not better) performance for the same (or less) price.