AMD is also eating Intel's lunch in datacenter. Last time I checked (I don't keep track of Intel pricing) AMD had a 5x price/performance advantage over Intel at the launch of EPYC ROME.
But exciting times if this flips, competition is good for all
Their success here is going to be nonlinear depending on how long they stay in the lead.
Maybe they figured availability finally, at least for systems producers.
In part this may be because AMD bios stability has historically been poor - perhaps folks don't want the headaches? But intel bios security with ME has also been poor - soo...
https://www.scylladb.com/2019/12/05/is-arm-ready-for-server-...