I don't really see why those companies would prefer AMD over Nvidia, they are not hurting for money and therefore able to spend that money on Nvidia or build their own hardware, like Google did.
Meta and Microsoft are big enough they could just build their own TPUs with a stable software stack and cut off Nvidia and AMD at the same time.
From this perspective, AMD only ever makes sense as an "also ran company" for a few niche use cases.
Meta and Microsoft are big enough they could just build their own TPUs with a stable software stack and cut off Nvidia and AMD at the same time.
From this perspective, AMD only ever makes sense as an "also ran company" for a few niche use cases.