Even in the west, Nvidia's dominance is bound to weaken. There is a notable uptick of articles on HN about people running large models on AMD hardware. And while I don't know official sales figures, I know we have trouble getting our AMD system delivered

AMD's software story is still a lot worse than Nvidia's. But patching up vllm to run one or two models you care about on AMD hardware is a much easier proposition than using them in most other fields of AI.