The AI boom is, in theory, a godsend for Intel and AMD. You can focus on creating good tensor computation hardware, without having to worry about getting gamers on board. No need for "Game ready drivers" or compatibility with complex legacy graphics APIs.
Of course, there's the elephant the room for general purpose tensor machines, which is CUDA - famously closely guarded Nvidia. But with the new wave of "above-CUDA" APIs like TensorFlow, PyTorch, and Keras, there's an opportunity to skip the CUDA layer altogether.
Of course, there's the elephant the room for general purpose tensor machines, which is CUDA - famously closely guarded Nvidia. But with the new wave of "above-CUDA" APIs like TensorFlow, PyTorch, and Keras, there's an opportunity to skip the CUDA layer altogether.