INTC has deep pockets, and I do hope they make an aggressive move into the AI field.  It promises to be a very lucrative and an highly disruptive field.  If INTC were to fail in this field, I would worry that it could lose the lead it holds in the Data Center.  This would be a big blow, it could remain stagnant for an even longer period of time.

That said, I think it will be specially hard to dislodge NVDA, it has a first mover advantage and a respectable lead.  AMD, as I understand it is not as far ahead as NVDA is.  Then you have those firms with vasts amounts of data, the Alpabets, Facebooks, Oracles, IBMs etc ...  Having the info gives them a solid knowledge foundation and have learned a vast amount to date. 

I believe that NVDA and AMD and possibly INTC (to a much lesser extent) will supply the AI hardware while Goog, FB, ORCL, IBM will be the AI software companies.