Read an article about it recently, but when trying to remember the details / find it again just now I'm not seeing it. :(
The big issue for Intel is pretty similar to that of AMD; everything is made for CUDA, and Intel has to either build their own solutions or convince people to build support for Intel. While I'm working on learning AI and plan to use an Nvidia card, its pretty the progress Intel has made in the last couple of years since introducing their first GPU to market has been pretty wild, and I think it really give AMD pause.