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JEMC said:

I don't think the first gen of Intel GPUs will do well.

They won't launch until the end of the year and by then the supply problems we're facing now should've been fixed and Nvidia could have launched their refresh cards. Plus we would be hearing rumors about AMD and Nvidia's next architectures.

I doubt these companies have any interest in the chance of a supply shock. If prices fall too much, cryptos could be dragged down with it because of a lowered entry barrier, and the market is flooded with used parts. Good luck explaining to your shareholders why your shiny new product is selling at hundreds of dollars lower than it was forecasted to sell.

Why bother selling large die GPUs at gaming prices when you have the chance to make it into a lucrative market with server-like margins instead?