While Nvidia's strategic foresight explains why Nvidia is ahead, it doesn't quite capture why the challenge is not something that only AMD can or should tackle alone.
The 7,484+ companies who stand to benefit do not have a good way to split the bill and dogpile a problem that is nearly impossible to progress on without lots of partners adding their perspective via a breadth of use cases. This is why I'm building https://prizeforge.com.
Nvidia didn't do it alone. Industry should not expect or wait on AMD to do it alone. Waiting just means lighting money on fire right now. In return for support, industry can demand more open technology be used across AMD's stack, making overall competition better in response for making AMD competitive.