The AMD chips in question are also being sold into the server market, packaged as four dies per socket. Server product cycles and validation cycles are slow. HP and Dell and several ODMs are selling servers with AMD EPYC CPUs, they can be rented on Microsoft Azure, they're being deployed by Baidu. They're having about as much impact as could be expected from a CPU platform that's less than a year old.

I hope AMD are able to stay afloat. My main concern is that their pattern seems to heavily revolve around hiring Jim Keller repeatedly, putting the hurt on a stagnating Intel for one generation, and then fading into mediocrity as Intel are able to leverage their billions of dollars and larger, parallel tick-tock US/Israel teams to snap back. If AMD can secure a coup like Zen or K8 without him I could see this being a sustainable approach, but I'm skeptical.