alt Hacker NewsAMD did over $5 billion in GPU compute (Instinct line) last year. Not nVidia numbers but also not bad. Customers love that they can actually get Instinct system rather than trying to compete with the hyperscalers for limited supplies of nVidia systems. Meta and Microsoft are the two biggest buyers of AMD Instincts, though...
AMD Instinct is also more power efficient and has comparable (if not better) performance for the same (or less) price.
Meta and Microsoft buys hundreds of thousands of Nvidia accelerators a year, and are a big reason why everyone else has to compete for nvidia units.