They should move to risc-v instead.
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So far, Tenstorrent promises Ascalon devboards for 2026Q2.
Performance should be similar if not above AMD Zen2 or Apple M1.
By 2027, I expect there will be no gap left to close.
Longer term, I think the future looks bright for RISC-V. If nothing else, at least the Chinese are investing heavily into it, for obvious reasons wrt avoiding sanctions and such.
The main obvious reason is to dodge global IP issues with arm or x86*.
Trump is probably aware that "Big Tech" is a domestic issue (cr*ping the world, won't help to make america great again...). And he is right to push hard on the silicon, but "cleaning up" what's on top of it... ooooof!