Yeah, Intel's problem is that this is (at least) the third time they've announced a new ML accelerator platform, and the first two got shitcanned. At this point I wouldn't even glance at an Intel product in this space until it had been on the market for at least five years and several iterations, to be somewhat sure it isn't going to be killed, and Intel's current leadership inspires no confidence that they'll wait that long for success.
I’m personally just thinking about how they treated their embedded Keem Bay line. Totally shitcanned without warning. I doubt they consider this a core market to the degree that they will endure bad sales numbers for a while.