If it forces Intel to innovate for once I don't see how that's a bad thing for the consumer. At the end of the day AMD is now ultra competitive in the GPU arena and dominates the CPU market, this is great for the gamer. The NV/Intel duopoly is in pieces!
Because if we have a lockup of AMD and Intel/Nvidia, when in the future one of those gets a big lead we get less choice.
What if Intel has the best CPU and AMD the best GPU? Or AMD best CPU and Nvidia best GPU.