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2nd choice (sorry for my confused english). But then there might be legal consequences to factor in. Engineers shouldn't probably care about that.

As for the first choice, ideally Intel should do that to provide the best possible compiler out there, but that would really be shooting oneself in the foot, unless they are guaranteed to always have the upper hand on the hardware side. It would also require them to study AMD cpus deeply (how instructions get translated to microcode, how that microcode is optimized, etc) - they probably have people doing that (if that's legal).

Thanks for taking the time to answer me.

Edit: modified my upper comment.



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