Well we're talking about Intel and AMD and I thought we should also remember there are more chip makers out there that would have an interest in decoding encrypted content.
Especially since these are completely different markets who do most stuff differently. Thats what I wanted to point out - if they want their chips to play DRM content they'll have to negotiate it themselves with the Hollywood. I also strongly suspect that this is not an exclusive pact.
Since nowadays content producers are very well aware that more and more (probably the majority?) of content is consumed via - non x86 architecture devices.