None of this matters without design wins and being in actual devices available. Which automatically disqualifies AMD. Interested in panther lake, it will probably be overpriced in very limited volume for the first 8-9 months though.
My worry is that by then Nvidia announce n1x at computex and release in the summer. It will then become a Dreamcast-PS2 situation. Why wait panther lake to become cheaper and more widely available when you can just get n1x by then.
But we'll see, this isn't the first time Nvidia has screwed up launches they could possibly again too.