Who told you there is no money in GPU-business?.
If one company drops out (because of the lack of R&D) then there is a big opportunity for others. This is how business works, in reality. Just look at the history of GPU-making, many of them has dropped out, but we didn't run out of good GPUs, did we?
Intel (and others too, I guess) are watching these guys closely, and will replace (fill the void/gap), because there is a lot of money to make on GPUs.
These guys better do R&D if they want to stay in business, or others will do it and make money in GPU-business. But i don't think any of them will drop out any time soon, because this a good business and they both are doing a good R&D.
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