Do people REALLY use AES encryption all that often to justify the new extension? I can understand FMA, but AES just seems a little meh for most.
After all those high-profile leaks of private data on lost laptops, the public sector and big companies are finally demanding full-disk encryption on work laptops. This means that all disk accesses are now always decryption.
Modern many-core laptops have enough cpu horsepower to do that decryption without help. This does, however, come with a cost -- turning on whole-disk encryption much reduces the useful battery life on devices without AES-NI. Luckily, AES adapts well to hardware implementations without such problems.
In the short term, I see much more real-world use for AES-NI than I see for FMA.