> ..open source AI tooling for it will start sprouting...
AMD has tried this for many of its technologies and I don't think it is working. Granted, they suck at open sourcing, but a shitload of it was open sourced. See TinyGrad voyage into the Red Box driver (streams on youtube).
Intel doesn't have to open source anything. People will build everything needed to run intel cards efficiently as there is currently zero options for affordable video cards with high memory.
It's either old slow Tesla cards with 48GB or $2000 nvidia cards with 24GB.
> People will build everything needed to run intel cards efficiently as there is currently zero options for affordable video cards with high memory.
I think you're overestimating what people can and will do.
Nvidia didn't succeed because it just launchend cards and let people write CUDA for them. Nvidia is where it is because it has an army of researchers and SW engineers developing the full stack from research papers, to frameworks, to proofs of concepts, showing customers the value of paying for their pricey HW + SW, most of it proprietary, not community developed.
"People" alone won't be able to get even 10% there. And that's ignoring the fact that Nvidia HW is not FOSS so they'd be working blind.
AMD has tried this for many of its technologies and I don't think it is working. Granted, they suck at open sourcing, but a shitload of it was open sourced. See TinyGrad voyage into the Red Box driver (streams on youtube).