Intel are the real black horse to watch regarding OEMs, if they can get a good CPU+GPU or APU offering bundled up then I can see that being a threat. They’re already kicking AMD’s ass in the CPU department (in terms of sales) for OEM machines because of the good relationships they have with the big builders.

That said, intel also has designs on GPUs for servers. It also relies on Arc not shitting the bed, but you can say that about any company - for the foreseeable future I don’t think they need to be high-end, just competent and with a pricing wedge between them and nvidia/AMD.