The share of Intel and AMD will fall along with the decline in the importance of the accumulated x86 code base for the world's population, especially where emulators do not work fully and correctly. The majority of the population has always not cared about this base, but habits learned from childhood are strongly influenced here. If you have been accustomed to x86 and Windows since childhood, your memory is literally at finger level. It is for this reason that all versions of Linux (let's not even look at their buggy, clumsy interface and poor support for advanced hardware) still eke out a miserable existence with no more than 2-3% of the market, just like 25 years ago, although Microsoft is making incredible efforts , in order for the public to fall out of love with Windows, especially in the latest versions. But even this does not help the population switch to "free" Linux.
The struggle for the market is unfolding again, but essentially those who will win are those who provide better compatibility with the old code base and the learned habits of the majority of the population, or provide such greater performance (literally an order of magnitude compared to the best x86 examples, which is of course impossible) that the difference even with there will be no x86 emulator, as well as with the quality of applications for various interested classes of consumers.
Another way is that Intel and AMD are losing simply due to a lack of financial resources and human capital in the companies (its leakage of key developers, in general, is a disaster for any company and a direct path to bankruptcy), if NVidia simply has more money and developers top level.
AMD naturally has no chance; rather, we need to look at the attempts of NVidia and the second monster Qualcomm.
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