I don't see it. Large customers are choosing AMD over nVidia.
NVidia has a massive headstart, but there are diminishing returns to their software work. If AMD performance per dollar is 10% better at the hardware level, and their software performance is 90% of that of nvidia they are ahead.
NVidia has a massive headstart, but there are diminishing returns to their software work. If AMD performance per dollar is 10% better at the hardware level, and their software performance is 90% of that of nvidia they are ahead.