Comment by Keyframe
In which space? Desktop and high performance servers? Why would it?
Mature gallery of software to be ported from TSO to weak memory model is a soft moat. So is avx/simd mature dominance vs neon/sve. x86/64 is a duopoly and a stable target vs fragmented landscape of ARM. ARM's whole spiel is performance per watt, scale out type of thing vs scale up. In that sense the market has kind of already moved. With ARM if you start pushing for sustained high throughput, high performance, 5Ghz+ envelope, all the advantages are gone in favor of x86 so far.
What might be interesting is if let's say AMD adds an ARM frontend decoder to Zen. In one of Jim Keller's interviews that was shared here, he said it wouldn't be that big of a deal to make such a CPU for it to be an ARM decoding one. That'd be interesting to see.
> In which space? Desktop and high performance servers? Why would it?
Laptops. Apple already owned the high margin laptop market before they switched to ARM. With phones, tablets, laptops above 1k, and all the other doodads all running ARM, it's not that x86 will simply disappear. Of course not. But the investments simply aren't comparable anymore with ARM being an order of magnitude more common. x86 is very slowly losing steam, with their chips generally behind in terms of performance per watt. And it's not because of any specific problem or mistake. It's just that it no longer makes economic sense.