This Is The Important Part
AMD has been chasing this goal since the first-gen EPYC processor, and now that the second-gen EPYC Rome CPUs are finally here it is being realized. Most large datacenter and server clients won't change to a totally new platform in its first revision, and while the first-gen EPYC was great... we need to see the market stabilize and support the new EPYC ecosystem.
The introduction of the new Zen 2-based second-gen EPYC processors has seen adoption with major datacenters and servers, with both Google and Twitter to both throw their weight behind EPYC Rome-powered servers.
Google has said that it's using EPYC processors in its internal datacenters and cloud computing, while Twitter announced it is working with AMD on new EPYC-powered servers.
There's an EPYC Amount Of Money on the Line
Intel's entire server business is worth somewhere between $18-20 billion per year, while AMD's entire business (not just the server business) is worth $6-7 billion per year. AMD's entire business includes everything CPU (Ryzen, Threadripper, EPYC), everything GPU (gaming Radeon, datacenter Radeon), semi-custom (Microsoft, Sony with Xbox and PlayStation SoCs).
According to analysts, AMD is expected to claw a small, but holy-hell-is-it-significant 10% of the server market share. This would be a huge deal as then-CEO of Intel in 2018, Brian Krzanich, said it was "Intel's job to not let AMD capture 15-20% market share".
20% of the server market could be worth another $4 billion per year to AMD, adding over 50% to their revenue in a year is a big, big deal. The world can now see just how serious AMD is about the server market, and it's not all smoke and mirrors like some think it is. AMD isn't "back" to the server business, it's going to re-define it.