M1 was the canary in the coal mine. Apple went from making cell phone CPUs to an Intel destroying generation of CPUs in 6 years.
Personally I use a MBP for dev, at work I am required to use a Intel PC. I loathe my work laptop for being slower and having sleep issues.
My 265H Intel laptop sounds like a jet engine at all times, runs slower than my M4 Max, and only cost $500 less than the MBP.
I don't see why Intel couldn't make high end PCI cards that do super fast matrix multiplications and activation functions. Glue that together with a C-API and Python bindings.
For all the interesting concepts in CUDA, it seems like gamers want pixels and polygons, and neural networks want gemm/relu. It doesn't seem like Nvidia really has a moat that others (Tenstorrent?) can't cross.