I don't believe Intel is ready to take on 3-D V cache, but we will see. If Intel wanted to they could beat 3-D V cache down to the ground. What I do know is that Intel is laying more people off and implementing AI workflows into the process and when they are ready to take down 3-D V cache they likely will.
However, Intel now has pro cards and battle matrix so they are taking on Nvidia at the pro GPU level and we all should be thankful for that
Intel could bring 3D V-cache equipped processors with the Nova Lake lineup. A recent leak has suggested there will be at least two SKUs that have bLLC or 'big Last Line Cache.'