ARM64+GPU sure seems like the future. I'm still using my M1 and even that can handle models well, has decent graphics, M5 is a beast, and M6 must surely go even bigger on LLM compute. Now Microsoft has a compelling ARM64+GPU future too.

What does AMD or Intel have here?

Don't know about intel, but AMD has Strix Halo with unified memory and really impressive performance.

I think the future will be 50/50 x64 vs arm64 for PCs.