AMD is the big winner here, being behind the MS and Sony consoles for the last (and likely future) console generations and the Google Stadia service.

And with their GPU's going into datacenters and a move away from CUDA lock-in to OpenCL (example: https://www.openwall.com/lists/announce/2019/05/14/1 ), they're in a great position to increase market share of GPU accelerated tasks like AI and deep learning.