I think AMD's concern is that x86 might not be much of a market in 10 years. Between Apple, Amazon Graviton, and Nvidia Grace Hopper's ARM CPU we are seeing a sustained successful attack on x86 the likes of which we haven't seen... ever? Sustained and successful non-x86 Desktops, servers, and next-gen datacenter platforms, where does that leave AMD? (Intel has a little more diversification because of it's foundry opportunities, but is in the same boat.)