Azure went GA with Rome in Feb and Google in April, so AWS is not that late. I wonder if supply is low. One disadvantage of AWS is that they're so large they can't GA anything in low quantities because it would run out immediately.
That is an insightful general observation, though my saying so should not be interpreted as any specific statement on this launch. :-)
The bar on quality and scale is high. I don't see this as a disadvantage, though some customers may not recognize the value of experiences that we strive to make "invisible." You might not appreciate it until you have a bad experience somewhere else.
Personally I think about it like ordering things on Amazon.com. I got really used to an experience where I almost always get something I ordered within a delivery date shown on the website. Since COVID-19, I've started ordering some things from other sites, and a couple advertised "ships tomorrow, 2 day shipping!" But really, ordering the item just turned into a third party drop ship, and the item came a week later than "advertised". No general complaints, given the global situation today, just a general observation about customer experiences, and how unconscious expectations grow over time.
Introducing EPYC Rome boxes would require, besides a volume price agreement (that AMD could be reluctant to enter, as they can sell the whole capacity with better margins, at least for now) new supply chains for motherboards and PCIe 4 peripherals that can't be used with their Intel stuff yet. That's a lot of disruption.
[1] https://aws.amazon.com/blogs/aws/in-the-works-new-amd-powere...
I hope AMD has learned something working with Hyperscalers and their Zen 3 will be a much better roll out.
Just to put some number in perspective, even if AMD earned "zero" revenue from console makers, their EPYC line dont even get 5% market share in the past quarter. And that is with Intel selling at full capacity.