That software moat is crazy. I wonder why Microsoft didn’t take that into consideration with their projections. There must be a non negligible cost to not use CUDA. Ease of use, time to market etc.
Talking about "non-Gaming" uses: my 4090 operates 24/7 processing Folding at Home workloads. Even when I'm playing games, I'll still let it fold in the background -- and it will continue cranking out some measure of PPD while doing so. F@H is almost all FP32, with several FP64 steps depending on the workload. The RTX 4090 ranks as the highest PPD generating card on the leaderboard, with the entire top 20 consisting of all NVIDIA 4000 and 3000 cards. The Radeon 7900XTX finally shows up at position 21: https://folding.lar.systems/gpu_ppd/overall_ranks
Despite being the very fastest card in the pack, the 4090 is also the 6th most power efficient per PPD card in the leaderboard, and moves to 3rd most efficient power-per-PPD card if we discount the NVIDIA "Max-Q" mobile chips which own the top three spots. The Radeon series doesn't show up on this list until position 38 : https://folding.lar.systems/gpu_ppd/overall_ranks_power_to_ppd
Looks like non-gaming workloads seem to be doing just fine for the entire RTX 3000 and RTX 4000 series.