Winning a benchmark by a wide margin is pretty close if you have your foot in the door, which of course AMD does not.

Their success here is going to be nonlinear depending on how long they stay in the lead.

AWS has AMD offerings. That's plenty foot in the door.

It's very hard to buy prebuilt AMD products into the enterprise still in my experience

I assume there is a pretty big lag between AMD CPUs being much better and prebuilts including them and businesses noticing they are better.

It’s generally hard to buy AMD CPUs period.

I can buy lots of AMD CPUs and motherboards online - tons available. But prebuild AMD from Dell? No SKU's. I think it's going to be a MAJOR lag there.

In part this may be because AMD bios stability has historically been poor - perhaps folks don't want the headaches? But intel bios security with ME has also been poor - soo...

Last time I visited a Best Buy in NYC, they had a large desk full of AMD-based laptops, several featuring Ryzen.

Maybe they figured availability finally, at least for systems producers.

They're probably speaking about epyc. In general, the availability of epyc, and the number of servers made for it, are very small.

True, but these things take time to move mostly due to time-constrained contracts.