Caporegime
But they do need to use their new found riches,to get better optimisations in software for their designs. It's what Intel and later Nvidia did...and why Nvidia even dGPUs which technically were not superior could still win the day.
You're right, those new found riches are being used for R&D and i think the results speak for themselves, but, and this is where you are right, MLID had an industry expert on his latest pod-cast who said if i was to be critical of anything AMD right now it is that they still don't commit to OEM's in the same way Nvidia and Intel do, he used the example where Intel will R&D a complete Laptop around thier CPU's and then hand that to them saying "there you go, just change the chassis or take from the design what you want" AMD just wont do that.
It will be the same with Game Developers.