Remember too that AMD and Intel won the contracts for Aurora, Frontier, and El Cap (the three exascale machines for the DOE). I imagine MLX is a big part of getting the next contracts as well as seeing that a lot of these projects are IO bound, not compute. If you can bring supercomputing like abilities to datacenters or AI labs, that'd be a huge advantage. If you could easily split a huge model across 64 GPUs and train like it was on a single node, this would change the space.