If they can get Valve/Steam for an OS that handles most games well that could in fact be huge if the pricepoint is a bit lower initially but with plenty of unified RAM (both for AI but also games).
That said, gaming laptops cooling issues are so often around the GPU so it'd also require a seasoned manufacturer to make it correctly.
Isn't that a streaming device+service? I'm more thinking in on lines that the DGX devices can run fairly moden games like Cyperpunk at good framerates, the Windows foothold has been games and enterprise, and an ARM device with a mainstream GPU together with the work Valve has done to make Steam devices.
There is Steamdeck and SteamMachine (That can double as a desktop and still X86 based), only real thing missing in that lineup is a laptop for factor machine and if NVidia can provide a bit cooler and fairly power efficient alternative (gaming laptops are still damn loud) it could very well be dang enticing for many.
That said, gaming laptops cooling issues are so often around the GPU so it'd also require a seasoned manufacturer to make it correctly.