In the consumer segment, you have regular people trying to make vacation videos with software like Adobe Premiere and Adobe Media Encoder, or Magix. Nvenc quality is bad. AMD is horribly slow. The only fast high quality encode is with Intel's dedicated CPU instructions, which both apps heavily promote to their users.
And the 30% that you mention that run VMs... Wouldn't they be pretty happy if Intel added dedicated CPU instructions to make VMware better?
I agree that for the work that I do, AMD is as good as or better. But people doing highly parallelizable tasks like compiling are the minority.