My guess is they are competing for the nascent consumer vr/ar market, which may not require top tier gpu performance for that much longer. Microsoft's Mixed Re

My guess is they are competing for the nascent consumer vr/ar market, which may not require top tier gpu performance for that much longer. Microsoft's Mixed Reality platform has the stated goal of running on integrated graphics and even a mid tier card in a year or two should do fine for usable vr/ar.