Looking at the billions of dollars AMD invested in an attempt to accomplish the same, as well as the failed efforts of past design houses (cyrix/centaur/trasnmeta), and looking at ARM's revenue/cashflow...it is not clear to me how ARM (the company) could ever be expected to find the finances needed to resource a team of thousands of engineers as needed to begin the 4-5yr uphill climb.
To me, the money aspects of the challenge is one very valid reason why ARM couldn't develop such a cpu uarch.
Now someone with silly deep pockets that was managed by someone who is either a fool or a visionary could do that if they had a design license, say Apple, Nvidia, Qualcomm, or Samsung.
But those companies are successful because they aren't wasteful like AMD in chasing the pot of gold at the end of the rainbow, so I don't see any of them deciding to pursue such a resource-intensive development path.
Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)
Discussion Intel current and future Lakes & Rapids thread
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