That means the remaining 10% are similarly disillusioned by the impression Apple or AMD could "just write" a CUDA alternative and compete on their merits. You don't want either of those people spending their money on datacenter bets.

10 years ago people said OpenCL would break CUDA's moat, 5 years ago people said ASICs would beat CUDA, and now we're arguing that older Nvidia GPUs will make CUDA obsolete. I have spent the past decade reading delusional eulogies for Nvidia, and I still find people adamant they're doomed despite being unable to name a real CUDA alternative.