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/.
No, not its not even close. AMD is miles ahead.
This is a Phoronix review for Turin (current generation): https://www.phoronix.com/review/amd-epyc-9965-9755-benchmark...
You can similarly search for phoronix reviews for the Genoa, Bergamo, and Milan generations (the last two generations).
AMD is still going to win a lot of the time, but Intel is better than it seems.
And things like the MI300A mean that isn't really a requirement now either.
QAT is an integrated offering by Intel, but there are competing products delivered as add-in cards for most of the things it does, and they have more market presence than QAT. As such, QAT provides much less advantage to Intel than Intel marketing makes it seem like. Because yes, Xeon (including QAT) is better than bare Epyc, but Epyc + third party accelerator beats it handily. Especially in cost, the appearance of QAT seems to have spooked the vendors and the prices came down a lot.