You ignore a very important fact which goes above any cost and that is security and stability. A fast unstable or unsafe system belongs into the trash can in any enterprise.
B2C will first ask about security and stability.
Do you think AWS, Azure and GCP are the cheapest cloud offerings? Of course not, but why do they dominate cloud computing in B2C while price gouging everyone?
Because they offer something beyond price and that is security and stability as well as a reliable partner. They also offer support and capacity on a level which a startup CSP will never be able to offer.
This is also the reason why all AI accelerator competitors won't be a competition for Nvidia.
To beat Nvidia it's not only about beating CUDA, it's about beating Nvidia Enterprise AI suite with it's security offerings and support options. But enterprise business level SW is a level where AMD and others will never go to and will have to rely on Big Tech like MS, Amazon and so on to do that for them. But why should they if they have in-house solutions? Big CSPs developing their own AI accelerators shows you that they understand Nvidia's business model and are trying to compete head on because they understand that Nvidia is attacking them at enterprise level with AI enterprise solutions. And of course any enterprise using Nvidia enterprise SW will automatically use Nvidia HW.
Once SW is more spread than HW then it dictates where the direction goes. If MS releases Windows 12 only for ARM then Intel and AMD are immediately screwed and they can't do nothing about that. No enterprise in the world cares if their CAD system runs on x86 or ARM as long as it can be used for the intended use.
You make a lot of assumptions about what I understand.
If I am in charge of a data center I had better understand the impact of security and stability as well as the qualities of vendor relationships on my costs or I probably won’t be in that role very long.
You, on the other hand, apparently have never managed an enterprise ISA transition, or even cross-compiled software. The idea that Microsoft would just do that and that it would work is naive in the extreme. CAD software is compiled first for an architecture, and then generally within an operating system. It is all interconnected and interdependent.
If I can save 20% of my data center costs and cut a price-gouging vendor while bringing the solution in-house at a big tech org I am a hero.
Consumers won’t buy a Surface because Microsoft isn’t cool.