i think that "hardware acceleration" will meant specific hardware to calculate RT. i don't think intel want to waste time dealing with software based solution.
Maybe, but how do you explain them talking about their "roadmap", rather than simply coming out and saying their datacenter Xe GPUs will have it?
maybe the margin is a bit bigger on those pro cards. but for AMD the most money still likely come from the gaming GPU market due to volume. we saw how sad it is right now that they have less than 20% market share on gaming discrete GPU but the situation probably a whole lot more cruel on the professional market. maybe they should exit the pro market for GPU and focus entirely on gaming performance in their future design.
AMD needs the cloud market, because it's growing while PCs are still on an ever-downward trend. More importantly, AMD is the current supplier for Google's Stadia, and such game streaming markets stand to threaten even their console market.
So, AMD cannot afford to walk away from cloud, whether it's in GPU-compute, or more conventional graphics workloads. I'll bet they also love to sell datacenter customers on the combination of Epyc + Vega.
What AMD needs to stop doing is trying to play catchup, with deep learning. Each generation, they implement what Nvidia did last, and Nvidia is already moving on from that. AMD needs to really leap-frog each thing Nvidia does, to ever hope of catching them in deep learning. Unfortunately, Nvidia has been doing so much work on the software part of their solution that the situation is starting to look bleak for AMD.
But there's also a 3rd area of the server GPU market, which I'll call the "conventional GPU compute" market. These folks just care about memory bandwidth and fp64 throughput. And on that front, AMD really did best Nvidia's current leading solution (V100), and probably at a much lower price. The only question is how long until Nvidia will replace the V100, which I'm guessing will happen this year.