This may be a bit tinfoil, but something is happening with Cerny, AMD and Sony.
AMD is in a fantastic position right now in a lot of ways -- their CPUs are straight-up better (in all factors -- speed, temperature and energy consumption) than Intel's, and their commercially-available (i.e. consumer- and pro-grade) GPUs are a substantially better value proposition even if they're not the fastest in raw numbers since they're much less expensive comparatively speaking than nVidia's offerings.
The CPU game for the next few years is already over. Intel has literally nothing to respond to AMD with; all they've managed to do is drive up clock speeds (driving up heat and energy consumption with it) and they're still having production problems (some of their newest chips have started spontaneously rusting/oxidizing).
nVidia is betting the farm on ray tracing and AI, which is arguably only a "thing" now because those respective industries happened to standardize on their (nVidia's) APIs for both. AMD GPUs can also do ray tracing and AI tasks, but not with the "de-facto" APIs without translation layers that slow things down, so they're a distant second on those fronts. For traditional GPU tasks -- rendering, rasterizing, fill rate, polygon-pushing goodness, etc. -- AMD's best can hold its own against nVidia's flagship line. They're gaining ground fast on that end by partnering with the console brands for optimized GPUs. nVidia can't hold on forever with this artificial distinction -- Bethesda's gonna want Doom Dark Ages on PS5 and Xbone eventually, and since that game
requires ray tracing, that means Vulkan is going to see some improvements to standardize and generalize ray tracing to knock nVidia off their throne.
Their proprietary GPU stuff (that's only currently available to MS and Sony) seems to be pretty strong evolutions along existing lines, and if they're smart (and it sounds like they are) they've baked something into their agreements w/MS and Sony to allow them to integrate those "premium" developments back into their regular chipsets and drivers after a given period. Also bear in mind AMD's Linux drivers are astonishingly good compared to nVidia's. It's regularly reported that games that natively support both Windows and Linux actually run
faster on identical hardware on Linux on AMD hardware.
It's AMD's game to lose here. They're eating Intel's lunch already, nibbling at nVidia's heels in an annoying way (to nVidia, anyway), they're the SoC supplier for 2/3rds of the gaming console market
and they're on good terms with both of those partners (and likely more behind the scenes). So long as they don't seriously fuck something up and they stay the path, they're sitting pretty for the next decade at least.