Since roughly the first year of covid the supply generally has been quite bad. Yes, I can get _some_ xeon or epyc from HPE quickly, but if I care about specific specs it's also a several month long wait. For midsized servers (up to about 100 total threads) AMD still doesn't really have competition if you look at price, performance and power - I'm currently waiting for such a machine, the intel option would've been 30% more expensive at worse specs.