AMD and nVidia are both powering about 1.5 Exaflop of compute of the top 10 supercomputer. Machines 1 and 5 are AMD, nVidia is number 3 and 6-10.
They are still massively behind nVidia in the market overall: They are projecting a tenth of the datacenter revenues of nVidia. But that's still 4 billion in sales.
I don't know what relevance term sheets should have here, but AMD success at the HPC top end is pretty obvious if you look:
https://top500.org/lists/top500/2024/06/
AMD and nVidia are both powering about 1.5 Exaflop of compute of the top 10 supercomputer. Machines 1 and 5 are AMD, nVidia is number 3 and 6-10.
They are still massively behind nVidia in the market overall: They are projecting a tenth of the datacenter revenues of nVidia. But that's still 4 billion in sales.