I mean, silicon aside, isn't it all basically CUDA lock-in?
CUDA is the defacto parallel computing platform, and exciting tech moves VERY fast with early mover advantage - so no researcher\computer scientist is going to bother learning another platform or risk\waste time\effort on their stuff breaking when ported to OpenCL\AMD.
Unless a miracle happens, any new parallel-computing requirement that seizes the popular imagination in the next decade (or more) will done in CUDA.
CUDA is the defacto parallel computing platform, and exciting tech moves VERY fast with early mover advantage - so no researcher\computer scientist is going to bother learning another platform or risk\waste time\effort on their stuff breaking when ported to OpenCL\AMD.
Unless a miracle happens, any new parallel-computing requirement that seizes the popular imagination in the next decade (or more) will done in CUDA.