It's pretty much a field day for AMD... Intel f'ing up their flagship 13th and 14th gen CPU's, staying quiet, and AMD releasing *BOTH* desktop and mobile parts of a new generation... this is AMD's time to shine. In less than 10 years, an x86 CPU monopoly has changed to at least an roughly equal-footing duopoly. Still not ideal with only two major competitors in the market, but look how both consumer and enterprise customers have benefited from the competition.
Now, the danger is in the GPU world where AMD continues to lose market share to nVidia. How long is it going to take for the "Ryzen moment" to happen for Radeon? I have to agree with others that they need to take a cold hard look at themselves and stop up their game; even at a time when they are benefiting personally and their stakeholders are benefiting from the AI bubble, it's to invest heavy while the cash flows as solid as this bubble isn't going to last forever. Yes, integrated graphics is a strong point for AMD, but the world craves powerful discrete GPU's and will for some time... and no one wants a one-horse race!