I also wouldn’t have ruled out Alpha. That’s another what-if scenario but they had 2-3 times Intel’s top performance and a clean 64-bit system a decade earlier. The main barrier was the staggering managerial incompetence at DEC: it was almost impossible to buy one unless you were a large existing customer. If they’d had a single competent executive, they could have been far more competitive.
Interesting to note that all state of the art video game consoles of the era (xbox 360, PS3 and Wii) used PowerPC CPUs (in the preceding generation the xbox used a Pentium III, the PS2 used MIPS and the GameCube was already PPC).
Address space pressure was immense back in the day, and plain doubling the width of everything while retaining the compatablity was the obvious choice.
PAE (https://en.wikipedia.org/wiki/Physical_Address_Extension) existed for quite some time to enable x86-32 processors to access > 4 GiB of RAM. Thus, I would argue that if the OS provided some functionality to move allocated pages in and out of the 32 bit address space of a process to enable the process to use more than 4 GiB of memory is a much more obvious choice.
Oh, no. Back then the segmented memory model was still remembered and no one wanted a return to that. PAE wasn't seen as anything but a bandaid.
Everyone wanted big flat address space. And we got it. Because it was the obvious choice, and the silicon could support it, Intel or no.
In what way? Their track record is pretty consistent actually, which is what partially led to them fumbling the Athlon lead (along with Intel's shady business practices).
During the AMD64 days, AMD was pretty reliable with their technical advancements.