Surprising it took so long given how dominant the EPYC CPUs were for years.
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Maybe recent EPYC had caught up? I haven't been following too closely since it hasn't mattered to me. But both companies were suggesting an AMD pass by.
Not surprising at all though, anyone who's been following roadmaps knew it was only a matter of time. AMD is /hungry/.
this is one of those things where there's a lot of money on the line, and people are willing to do the math.
the fact that it took this long should tell you everything you need to know about the reality of the situation