It's likely an offshoot of their deep learning push (deep learning compute hardware is so close to graphics hardware that the same product can fill both niches and having a consumer market to recoup costs and subsidize professional parts is a big part of how NVIDIA and ATI killed off the old exclusively professional or consumer graphics chip designers like 3DLabs and 3DFX), which means they will probably be targeting the high-end segment as well, even if not initially.
Intel's lithography struggles shouldn't be used as an indicator either...they are just as capable of having TSMC build their designs as AMD and NVIDIA are.
I have difficulty imagining Intel content itself with the second or third place.
And they have many years of experience with the IGP.
And they go certainly to continue to hire the engineers of Nvidia and AMD, with big salaries.
However as Intel practices very high tariffs for the CPUs, if they do the same thing with the GPUs, then they will not progress in the ranking.
