> For better or worse, the last 15 years saw the industry move to a highly-abstracted platform-agnostic software ecosystem. People perform many of their tasks using applications running in a browser, in a wrapped browser engine like Electron, or in products using other portable runtimes like .NET or the JVM.
A lot of the people who only need those things have largely already moved away from the PC desktop. (Especially if we don't include "laptop" in the "Intel will be hard to displace on the desktop" statement, which I'm not sure if the OP meant to include or not. But even if we include laptops, a lot of people have already moved away to tablet or non-Wintel-land.)
The remaining things, though? Generally not highly abstracted. There's the highly-tuned-for-amd64 performance side of things, and then the legacy/slow dev cycle side. I'm skeptical on the legacy side that there's a good business to be built on trying to move those users to a different architecture. Everybody's special weird setup is gonna be different enough with lots of random one-off external hardware or other such requirements I don't see good universal solutions that could scale.
It's not a growth business anymore but it's decline is slowing, I think.