Not happening. nVidia has a stranglehold on deep learning because of CUDA and Cudnn. I don't see any AMD alternatives to take over either of these. So I wouldn't bet too much on AMD taking over the deep learning chip market.
The Apple ecosystem with its amd graphic cars and future Apple Gpu card seems to be a fight. Or at least maintain certain software not totally all cuda all the way down. And also the gaming with amd dominates both gaming platform.
Really do not want just one players. And hope the high level plays have more completion.
Still interest in Taiwan part. Purely from economic point of view. How secure are we ok that front, if all eggs are in one basket. Hk is fallen. Taiwan or South China Sea is in play. That will affect the supply chain.
Intel is launching a GPU/Deep learning accelerator, Huawei is thinking about launching a GPU. Pytorch and Tensor flow work well enough on AMD GPUs. There are also custom deep learning ASICs from Google. There is simply too much competition at this point for CUDA to continue to be the standard.
Is there any chance that some of the upcoming open-source cross-platform standards like WebGPU could have an effect on this, if tooling around them was built to support writing more GPGPU-focused code?
