I agree that he's not that bad, but he's definitely not 100% accurate particularly with respect to Intel.

Notably this is about the 3rd time he's reported that the Intel dGPU efforts are dead.

Agreed, either their business situation is far more critical than we know, this is a gross indictment of their R&D, or this is malpractice on the part of the leadership

But the same thing that makes GPUs powerful at rendering is what AI needs - modern gaming GPUs are basically supercomputers that provide Hw and Sw to do programmable embarrassingly parallel work. That is modern game rendering but also AI and crypto (and various science engineering) which is the second revolution that Intel completely missed (the first one being mobile).

Depends if one cares about a PlayStation/XBox like experience, or Switch like.