With the newest Ice Lake processors ("10th generation") the all-cores-active, all-avx-512 max clock speeds are the same as max scalar clock speeds. You can try this out yourself with the avx-turbo program.
It will be interesting to test Ice Lake when they make it to the cloud, hopefully some time late next year, but until we can actually use Ice Lake, Sky Lake is what AVX512 will be judged on.
Codes that can do a lot of 512b FMA consecutively will benefit very greatly, and pay a small penalty (up to 25%) in terms of throughput for everything else.
Codes that use non-multiplier stuff that's just marketed as AVX-512, like VBMI2, also benefit greatly and without any penalty.
People with AMD CPUs don't get a choice. Hard to see how this accrues to Intel's mistakes column.
AMD isn't relevant in this space AFAIK.
For more reading, check out cpu pipelining, as well as how vectorized instructions actually work. The performance benefit for well implemented vectorized instructions overcomes the clock speed hit by leaps and bounds, which is why mobile systems make such heavy use of them, for example.
We do use them at my employer, a multinational chip company - but only in very small numbers, like one $50k board gets shared around project groups who use it for a few weeks each. Most of the work is done in simulation.
Maybe you know something I don’t but that FPGA statement makes zero sense to me. The ASIC development cycle is measured in years - that’s why FPGA’s are valuable (and I thought they were relatively heavily used).