Drivers are only the lowest level of the stack. You could (in principle) have a great driver ecosystem and a nonexistent user-level ecosystem. And indeed, the user-level ecosystem on AMD and Intel seems to be suffering.
For example, I recently went looking into Numba for AMD GPUs. The answer was basically, "it doesn't exist". There was a version, it got deprecated (and removed), and the replacement never took off. AMD doesn't appear to be investing in it (as far as anyone can tell from an outsider's perspective). So now I've got a code that won't work on AMD GPUs, even though in principle the abstractions are perfectly suited to this sort of cross-GPU-vendor portability.
NVIDIA is years ahead not just in CUDA, but in terms of all the other libraries built on top. Unless I'm building directly on the lowest levels of abstraction (CUDA/HIP/Kokkos/etc. and BLAS, basically), chances are the things I want will exist for NVIDIA but not for the others. Without a significant and sustained ecosystem push, that's just not going to change quickly.
For example, I recently went looking into Numba for AMD GPUs. The answer was basically, "it doesn't exist". There was a version, it got deprecated (and removed), and the replacement never took off. AMD doesn't appear to be investing in it (as far as anyone can tell from an outsider's perspective). So now I've got a code that won't work on AMD GPUs, even though in principle the abstractions are perfectly suited to this sort of cross-GPU-vendor portability.
NVIDIA is years ahead not just in CUDA, but in terms of all the other libraries built on top. Unless I'm building directly on the lowest levels of abstraction (CUDA/HIP/Kokkos/etc. and BLAS, basically), chances are the things I want will exist for NVIDIA but not for the others. Without a significant and sustained ecosystem push, that's just not going to change quickly.