Today, x86 is back-pedaling from ARM and RISC-V encroachment from below into laptops, desktops, and servers: their traditional stronghold. More clarity on future investments for the 2 biggest x86 implementers is absolutely needed to better concentrate capital deployments for implementations at expensive new nodes.
Tepid and slow adoption of new extensions had been the norm for x86 in the past as even within x86, AMD and Intel went their separate ways (e.g. 3DNOW! vs. SSE, AVX2 vs. SSE5, AVX-512 support for consumer parts vs none...), never mind x86 vs Itanium... Chrome wasn't even ported to x86-64 for some 6 years after release! By comparison, phones have had much tighter software ecosystems thanks to the app-store model and browsers; CPU ISA is pretty uniform too.
Because of how expensive it is to design and implement new CPUs (nevermind entire SoCs) at leading nodes, fragmentation would leave the x86 manufacturer with the un-adopted extension utterly doomed, and even the winning manufacturer would be hated by software developers for lost effort due to fragmentation. Intel having missed the boat on phones cost them dearly not only in revenues but in terms of computing ecosystem clout.
Tepid and slow adoption of new extensions had been the norm for x86 in the past as even within x86, AMD and Intel went their separate ways (e.g. 3DNOW! vs. SSE, AVX2 vs. SSE5, AVX-512 support for consumer parts vs none...), never mind x86 vs Itanium... Chrome wasn't even ported to x86-64 for some 6 years after release! By comparison, phones have had much tighter software ecosystems thanks to the app-store model and browsers; CPU ISA is pretty uniform too.
Because of how expensive it is to design and implement new CPUs (nevermind entire SoCs) at leading nodes, fragmentation would leave the x86 manufacturer with the un-adopted extension utterly doomed, and even the winning manufacturer would be hated by software developers for lost effort due to fragmentation. Intel having missed the boat on phones cost them dearly not only in revenues but in terms of computing ecosystem clout.