Damn, first Intel missed out on Mobile, then it fumbled AI, and now it's being seriously challenged on its home turf. Pat has his work cut out for him.
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Intel should be focused on an x86+RISC-V hybrid chip design where they can control an upcoming ecosystem while also offering a migration path for businesses that will pay the bills for decades to come.
The use cases for FPGAs in consumer devices are ... close to zero unless you're talking about implementing copy protection since reverse engineering FPGA bitstreams is pretty much impossible if you're not the NSA, MI6 or Mossad with infinite brains to throw at the problem (and more likely than not, insider knowledge from the vendors).
Qualcomm made a 216-page proposal for their Znew[0] "extension".
It was basically "completely change RISC-V to do what Arm is doing". The only reason for this was that it would allow a super-fast transition from ARM to RISC-V. It was rejected HARD by all the other members.
Qualcomm is still making large investments into RISC-V. I saw an article estimating that the real reason for the Qualcomm v Arm lawsuit is that Qualcomm's old royalties were 2.5-3% while the new royalties would be 4-5.5%. We're talking about billions of dollars and that's plenty of incentive for Qualcomm to switch ISAs. Why should they pay billions for the privilege of designing their own CPUs?
[0] https://lists.riscv.org/g/tech-profiles/attachment/332/0/cod...