We're basically looking at a company that in the last 10-15 years succeeded in a single project (Big x86 Core) and failed all other (GPU's, Other Big CPU's, IOT CPU's Mobile CPU's, Depth Cameras, VR).
On the other corner we have the company which succeeded in (Almost) anything it tried in the past 10-15.
Who are you going to put your money on?
Really, something isn't working there with the way Intel handles project.
It makes me wonder if the Big x86 success isn't an exception.
Could it be just a lack of proper competition which makes us see it as a successful product?