However the amount of resources at stake is incredible. The delta between NVIDIA's value and AMD's is bigger than the annual GDP of Spain. Even if they needed to hire a few thousand engineers at a few million in comp each, it'd still be a good investment.
I would have said that releasing cards with 32GB+ of onboard RAM, or better yet 128GB, would have gotten things moving. They'd be able to run/train models that nVidia's consumer cards couldn't.
But I think nVidia closed that gap with their "Project Digits" (or whatever the final name is) PCs.
This happened with bitcoin.
Gotta open the drivers fully though because if you make the hardware totally outspec'd where it matters (VRAM) and the drivers are open then talent within the biggest orgs will go out of their way to help make your tech work in their farms, it's the only way to not be forever playing catchup.