I'm not in the gpu programming realm, so this observation might be inaccurate:
I think the case of cuda vs an open standard is different from os2 vs Windows because the customers of cuda are programmers with access to source code while the customers of os2 were end users trying to run apps written by others.
If your shrink-wrapped software didn't run on os2, you'd have no choice but to go buy Windows. Otoh if your ai model doesn't run on an AMD device and the issue is something minor, you can edit the shader code.
I think the case of cuda vs an open standard is different from os2 vs Windows because the customers of cuda are programmers with access to source code while the customers of os2 were end users trying to run apps written by others.
If your shrink-wrapped software didn't run on os2, you'd have no choice but to go buy Windows. Otoh if your ai model doesn't run on an AMD device and the issue is something minor, you can edit the shader code.