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Not sure you've been keeping up but in 2020 most major server makers have switched or at least offer an epyc varient because the price/performance is better even without Intel's constant security woes

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Yes but most enterprise customers have reacted by buying more Intel chips, because the cost of migrating infrastructure is much greater. Once you're invested deep into the omni-path level interconnects and spend 100k+ on cables alone, buying a few extra blades isn't a huge deal. Speaking as someone who has sat in on meetings where we negotiate with vendors for 1ku pricing.

The big migration will happen in about 2-4 years. Typical enterprise schedule is 3-5 year cycles, zen2 launch was 2019.

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