And once you factor in the price of the whole system with ECC RAM, SSD, Network Adaptor etc ( Which you get discount from Intel's part ). The whole package cost isn't so much in flavour of AMD.
So I dont see what is the real killer here. Intel ( And arguably AMD ) are still selling as many as they could make. The EPYC 2 was announced Mid 2019, and it has been 6+ months since it was launched, and yet Intel is still making record Datacenter revenue. With EPYC making minimal gains on a already dismally small base number. I.e Even If they had 100% increase in shipment from a Base Market Share of 1%, it would still only represent 2% of the market.
With the launch of a competitive Notebook APU, where Notebook represent 70% of today's PC market shipment, the assumption of more EPYC Orders with four HyperScaler, launch of two new console, Ray Tracing GPU, new GPGPU, AMD is forecasting 30% YoY revenue growth. Different people may have different perspective on this number. But I really dont see any "Real Killer" here.
And that is speaking as someone who really wants to see AMD to grow a lot more, but the Data suggest otherwise.