And AMD will probably sell most of them fine:
Meta and Microsoft say they will buy AMD's new AI chip as an alternative to Nvidia's
AMD's newest AI chip, the Instinct MI300X, could give big tech buyers leverage over Nvidia, if it works as advertised and is price-competitive.www.cnbc.com
All of these companies have huge software teams,so they will be doing their own software development too.
You seem to forget AMD also makes CPUs too,and is probably aiming to sell these as entire packages for supercomputers. The fastest supercomputer in the world,ie,Frontier,uses AMD CPUs and MI250 dGPUs. That is reinforced by the fact the MI300A/MI300X APUs are socket compatible with Epyc so existing customers can slot one in. That is what they are probably aiming to do,so they are not fighting Nvidia directly.
Good news. AMD need to take the competition to Nvidia and stop them from raking in huge profits due to silly markups.
We need competition. Hopefully eventually in desktop GPU's also.