Anything they go after today is 18-24 months out. Chasing after AI would be pretty risky. Desktops and laptops are moving to ARM and RISC-V. Their best bet is to go after whatever enterprise data centers will need a couple of years from now.
If I were laying bets, it would be to go after power and heat efficiency. Like, hard. Take their time out in the wilderness, then come back with chips that save the planet from climate collapse.