AMD versus NVIDIA?

$Advanced Micro Devices (AMD.US)$ The acquisition of ZT SYSTEMS is good news and now has AMD everything they need ... 100 savvy engineers, but everything still needs to be integrated and that will take another year. They have now system's expertise in house to building chip Blocks. Data centers are incredibly complex, especially those built for AI. The core of these systems are the chips that perform the calculations. This is the market that Nvidia dominates. However, all this high-powered computing creates enormous amounts of data, and that data needs to be transported. The demands of AI computing are very high ! Companies have had to retrofit their data centers with a different network technology like InfiniBand to keep up. This is extremely expensive, but Nvidia has an "answer". It recently released its Spectrum-X platform. This represents a major new revenue stream for the company. So, i suppose that Nvidia's lead will remain until one or two years ? AMD, that's waiting ?