CES: To me it seemed like Intel will hold the performance cr...

CES: To me it seemed like Intel will hold the performance crown in client space for some time. Zen3D or whatever is an eyewash, will neither be available anytime soon nor will be inexpensive upgrade and that too only for desktops. Looks like next battle is when zen4 is released.
I also believe, Arch Alchemist has been perceived to be promising and even if it is mid-range dGPU, it will sell due to shortages.

Also, looks like Mobileye has grand long term plans! Bodes well for the upcoming IPO! VW, Ford $Ford Motor(F.US)$ , Geely etc all are on-board! $Intel(INTC.US)$