edit: the market pretty much went from gaming as the primary pillar to gaming + HPC, which makes it far more attractive since you'd expect it to be much less cyclical and less price sensitive. Raja Koduri was hired in late 2017 to work on GPU related stuff, and it seems like the first major products from that effort will be coming out this year. That said, they've obviously had a lot of failures in the acelerator and graphics area (consider Altera) and Koduri has stated on Twitter that Gelsinger is the first CEO to actually treat graphics/HPC as a priority.