Oh yeah, the equation completely changes for the cloud. I’m only familiar with local usage where you can’t easily scale out of your resource constraints (and into budgetary ones). It’s certainly easier to pivot to a different vendor/ecosystem locally.
By the way, AMD does have one additional edge locally: They tend to put more RAM into consumer GPUs at a comparable price point – for example, the 7900 XTX competes with the 4080 on price but has as much memory as a 4090. In systems with one or few GPUs (like a hobbyist mixed-use machine) those few extra gigabytes can make a real difference. Of course this leads to a trade-off between Nvidia’s superior speed and AMD’s superior capacity.
Hoo boy, you weren’t kidding. I find it amazing how quickly this went from “the kernel team is enforcing sanctions” to an an unfriendly abstract debate about the definition of liberalism. I shouldn’t, really, but I still am.