Who's making chips to compete with Intel? AMD, IBM, and nobody else (ARM isn't high-performance yet). IBM's lock-in with POWER is scary to businesses. AMD wasn't competitive for most server needs. That left Intel to charge whatever they wanted (and they did).
With EPYC, there was finally a competitive offering at a great price (not to mention a better track record with meltdown and the constant stream of spectre variants). All the same software runs on the AMD chips too.
Maybe not those exact words, but people will say "We are adding a server to our VMWare ESXi cluster, so if want it to be compatible with our existing hardware we better stick with Intel."
VMWare's high availability feature (a highly desired feature for any data center) won't work across different CPU architectures, so unless you are replacing your entire stack and not just adding server(s) then you have to stick with the architecture you already have in place.
https://communities.vmware.com/thread/305792 https://www.v-front.de/2013/04/how-to-vmotion-from-intel-to-...
EVC does not allow for migration with vMotion between Intel and AMD processors.[1]
This isn't really that surprising. x86-64 is standard, but extensions aren't. Eg, here's some of the new extrnsion in Zen vs Steamroller: Compared to the AMD Opteron™ "Steamroller" EVC mode, this EVC mode exposes additional CPU features including RDRAND, SMEP, AVX2, BMI2, MOVBE, ADX, RDSEED, SMAP, CLFLUSHOPT, XSAVES, XSAVEC, SHA, and CLZERO [1]
I don’t consider that an unusual constraint.
Actually, that is the case, it will take about 1-2 hardware generations of customers _asking_ for AMD before it's featured prominently by any vendor (except the extreme ones like SuperMicro)
If nobody is actually calling their HP/Dell reps asking for it then it will never happen.
https://news.ycombinator.com/item?id=13924192 https://bugzilla.kernel.org/show_bug.cgi?id=196683 https://www.phoronix.com/scan.php?page=news_item&px=Ryzen-Se... https://utcc.utoronto.ca/~cks/space/blog/linux/RyzenMachineL...
Not implying that Intel chips are flawless (still bitter about Haswell TSM), but as you said, market perception matters.
Moving to the next intel generation is usually simple, incremental change. Moving between vendors means a lot of re-evaluating if you're crunching numbers.
If your workload needs a lot of PCIe lanes for IO or you need cheap systems with ECC ram then the story changes quite a bit.