Out of all the AIBs that could tell Intel to go pound sand is Asus, for sure. It's the biggest and the one that has the biggest array of different products they could put the Arc GPUs into and we haven't seen teasers even from neither the Zen or ROG lines, where I'm sure Intel would love to be showcased in full.
Anyway, not a good outlook, but what Intel does from now onwards will count for AIBs and SIs, since this is a lot of money they'd have to write off as a loss otherwise.
As a general statement, just thinking from the timing and scope of things, I'll put the blame on this whole kerfuffle on management. I'm 1200% sure no sane engineer (even a new hire) for the Graphics division would be insane enough to look at the amount of features* promised and say "yeah, we can hit the deadlines no problem". Plus, as stated everywhere, it's not like it was a big secret Intel iGPU drivers have always sucked donkey marbles, even with the basic features and they wanted to do 10x more with new hardware? I know hindsight 20/20 is great, but I was the first to say the drivers would be the last bastion for Intel with the GPUs.
All in all, I hope Intel puts their humble pants/trousers and just helps alleviate the situation so they do become another participant in the discrete GPU market. We all benefit from that, even if Intel is known for their shenanigans.
Regards.