Apart from the software stack, Nvidia has invested a lot in the networking infrastructure for high bandwidth between gpu in a cluster. I think their acquisition of Mellanox might have helped here.
So competing on server grade gpu might be more difficult for intel.
The same intel that has been closely involved with ieee 802.3 development for decades and has had cutting edge NICs for datacenters ready to go in advance of new clause ratification? I'm sure they'll be fine.
So competing on server grade gpu might be more difficult for intel.