In my opinion the main issues are a layer up from that, it's more of a customer experience and brand building exercise to solve by actually improving the tools people use. Today NVIDIA is the default if you want to get work done and not have a lot of tooling issues. Nobody is going to forego that experience to work with flaky slow products from a late number three entrant but that's more or less the perception today. What's weird is they actually have the high ground in an important area: They ship more GPUs than just about everyone and have for a long time, their integrated graphics drivers are pretty good (virtualization!), and they have a deep bench of performance engineering talent. NVIDIA structurally has no way to reach the same volume. Intel with some investment of time could be the most productive platform for AI developers but it would take creativity that is hard in a big company and acknowledging that in that effort they're starting as a distant #3.