Comment by JonChesterfield

It'll be sad if the x64 lines wind down entirely, or end up on IBM style life support, in end of an era sense. Also fatal to Intel.

AMD would be fine though. They're currently in first or second place across x64, gpu, fpga. There's dedicated networking stuff and the ai accelerator/ npu things as well. Semi-custom has been a big thing for ages. That's a clean sweep across all forms of magic sand.

They're also the most open source & collaboration themed of all the hardware players. I think Broadcom building on AMD's infinity fabric is a really big deal; that's collaboration at the hardware IP level.

Right now everything is obsessed with generative AI and Nvidia building artificial intellectual factories, but if that proves to be marketing nonsense it'll kill Nvidia and AMD will shake it off.

The moat isn't the x64 patents. It's diversification and execution competence.