NVIDIA pretty rightful has the lead there, because they worked and invested into it for something like 20 years (you could do pretty advanced shaders on NVIDIA pre-CUDA).
It only started to pay off recently, and especially with the AI hype (GPU mining was nice, too).
Now everybody is looking at the profits and goes like "OMG, I want a part of that cake!", either by competing (AMD / Intel) or by paying less for the cards (basically everyone else in the AI space).
But you have to catch up to 16 years of pretty solid software and ecosystem development. And that's only going to work if you have good enough hardware. NVIDIA did the hard work here. They have earned this lead.
I am saying this as someone who would rather not buy NVIDIA. I really wish I can soon throw 1-2 7900XTX into a machine and use it for LLMs without issues. But I would also bet that it takes at least a few more years to catch up, even with the massive global interest.