Yeah,but some of these companies are not as riskier as you might think,due to their links with certain bigger companies with plenty of money too. The thing is you have to consider Nvidia like Intel wants huge margins,so if other competitors come along who are willing to be more flexible,make far more specialised hardware and do it cheaper,they start to eat away at the share and business of bigger incumbents. My view with Turing is Nvidia certainly knows that machine learning is becoming far more crowded now,but the VFX market is bigger than PC gaming,and they are trying to push hard into it. Turing makes less sense from a pure gaming perspective due to its huge die sizes and lack of software support for its major features,but it makes more sense for agressively entering VFX,whilst using consumer sales to soak up poorer quality GPUs and giving Nvidia a fallback option in case VFX sales don't scale up as high as they want them to do. It also means Nvidia can reduce the number of lines they have. It used to be common to have one line of GPUs handling all the tasks - they split the lines with Maxwell until now,and its partly why AMD had no real way of competing,as Nvidia could specialise products better but the costs looked enormous, so I was wondering how long it would be sustainable since tape outs are probably getting more and more expensive with each new generation. Now,it seems they are going back to the old ways of doing things of "one size fits all" GPUs,and it means normally all those other features wouldn't be used for gaming(the machine learning aspects fo example),now have some kind of use in games,which is what I find clever.
The issue with the AMD graphics division for years now is that they do probably have some very good engineers(considering how much more resources Nvidia has),but I do think unlike Nvidia their focus wasn't quite there,and it was compounded by the lack of R and D money,especially in light of Zen R and D costs. Hopefully,with some of old ATI people back in charge,they can focus better,and even if they can't match Nvidia product for product,at least do the products they release better.