@kaia Hardware doesn't really matter that much when software isn't there.
So I suspect Intel may only lose customers that would otherwise buy stuff for Edge and IoT like the N200 and X6416RE but that's it.
I mainly suspect things like cars, packaging machines and that kinda stuff might use it.
Desktop and laptop, I think will barely be dented by Nvidia unless they come with a really good software proposition (like Apple's Rosetta2) and hardware to aid transition (like x86-64 memory ordering).