Maybe I've been taken in by Huawei's propaganda, but I'd say they are a very serious threat to any market they target. They're offering a huge range of serious systems, from deep in the bit-barn to the consumer's pocket or purse. (Organised and managed by a large chunk of what used to be IBM.) They are about to offer what looks like a major competitor to Mac laptops.
How much money is behind this wall of products, and how soon it has to turn a profit is open to question. That could make them a formidable competitor in any field where dominance is considered more important than profit.
If they're on your six, prepare for incoming fire.
GPUs won't be "overtaken" in the next decade. Machine learning and related are fundamental to every area but the flagship device will be glasses and for that you need a formidable GPU. The GPU will likely serve as a VPU too as the architecture evolves.The amount of efficiency needed is staggering (for very high res, high FPS photorealism and beyond) and even manufacturing should focus on this not server as server is not where the high volume is in terms of wafer output. Ofc, achieve much higher efficiency for glasses and sever+robots will follow the same path.
GPUs will fade when a brain to computer interface reaches relative maturity.Robots could put pressure on it sooner but robots are not evolving fast enough.