That's an oof indeed. Are AMD and Intel really that delusional, ie "once we get our own version of Cuda right everybody will just rewrite all their software to make use of it", or do they know something we mere mortals don't?
>>iforgo+(OP)
That sounds more like "if we implement CUDA then we'll just be Nvidia-but-worse, we won't gain enough marketshare to break even let alone profit."