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>The question, though, is what will be the analogy to mobile (and the cloud), which exploded demand and led to one of the most profitable decades tech has ever seen? The answer may be an already discarded fad: the metaverse.
People haven't really noticed that building a general-purpose (humanoid) robot has become 1000x more feasible now even compared to 1.5 years ago.
Check out https://www.lerf.io/ for a taste of the future
AMD's equivalent is HIP [1], for sufficiently flexible definitions of "equivalent". I can't speak to how complete/correct/performant it is (I'm just a guy running tutorial/toy-level ML stuff on an RDNA1 card), but part of AMD's problem is that it might not practically matter how well they do this because the broader ecosystem support specifically for the CUDA stack is so entrenched.
[1] https://github.com/ROCm-Developer-Tools/HIP
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