Do you really see a high-end Apple GPU, a completely proprietary design used only in the Mac Pro, competing with the best that AMD or Nvidia have to offer?
Not really. I think I need to work my way back to square one, as some of the things I've speculated on seem to 'slippery slope' and extend themselves to meanings I didn't intend.
I'm happy that things point to the Intel Mac Pro getting updates. There might very well be a 7.2, but I don't think it will get a new Intel CPU. I do see updated MPX modules coming, which is great.
I think AS Mac Pro will replace all Intel Mac Pros
in time. I think the first AS Mac Pro will co-exist with an Intel Mac Pro and I think that it will be cheaper and only use AS—no support for normal GPUs. I think this is the smaller AS Mac Pro we've heard about.
As it is now, I don't think Apple plans to use traditional GPUs in the future. I don't think Apple is "competing" with PCs or self built systems at all. Macs only compete with Macs.
I believe Apple wants to continue building fast, responsive and powerful systems, but I also think they are willing to drop niche markets if it doesn't fit in with their overall strategy. This is no different than the lack of CUDA support we've had for years now. There is no denying that CUDA has been and still remains (for now) the standard in accelerating 3D workflows and other things.
I think attractive Apple computers can change the software landscape to some degree. If we get a new AS Mac Pro that is reasonable in price, together with a new Apple display that is HDR compatible and offers the right mix of resolution and performance... my guess is that a lot of people would be happy to use that for work. I mean, even today, it's almost ridiculous how some seem to be willing to bend over backwards to use a M1 Mac Mini as a professional workstation.
It's my guess that the overall system experience with the coming AS Macs will be very good. A lot of people will be happy, while some edge case user groups might fall between the cracks.
I'm positive Apple will cover all of desktop publishing, development work, photography, illustration and design, audio work, video editing including light compositing and 3D work. All in all a good chunk of the market.
Judging by the early success of the entry level AS models, I think they made the right call by changing the system architecture, even if it would mean that they would need to drop plug in GPUs (which isn't a fact at all).