x86 instruction set breakage would be a bad idea.
This is a world where Linux is the dominant server OS, and a large portion of software being used for servers is either Open Source or device neutral like Java. Much different than the days of Itanium. Now I don't think it would be that serious of a cut, the rumor was specifically MMX but they could easily cut 32-bit and older for instance and not get much blowback. For clients it'd be a problem for sure without good BC.