"Now you got a big problem, because neither Intel, AMD or Nvidia are going to license their intellectual property to Dell or HP for them to make an SoC for their machines."

This isn't quite correct. AMD and Nvidia have made custom SOCs for game consoles for years now; they could create customized SOCs for PCs if this was a critical issue. But I don't believe it is. The PC workloads and use cases follow well-known patterns and market segments and you don't really need a lot of different custom accelerators, or be on a single SOC for that matter. Video-related processing has been part of GPUs for many years.

For that matter, making RISC CPUs is not actually a huge obstacle for these guys. (Nvidia does.) Yes even Intel.

The article also seems to entirely omit the M1's heterogenous core strategy, where 4 of the cores are high performance and the other 4 are optimized for power efficiency. A deeper analysis of this and how software manages them would be more interesting.