For a lot of the server market, I suspect Intel, being a known quantity, will remain where it is. Bringing a new design to market is expensive (tooling, supply chain, warranty, maintenance, product life cycle, etc) and I'd need to know I'd be able to sell at least a certain number of boxes over a given time to make it worth it.
If all my tooling and supply chain is geared towards Intel on the server lines, it'll take a much better value proposal, volume guarantees, and the threat my competition will do it first to make me add a new line geared towards AMD.
OTOH, for cloud powerhouses that design their own hardware, even a marginal improvement in TCO/performance will tip the scales.
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For a lot of the server market, I suspect Intel, being a known quantity, will remain where it is. Bringing a new design to market is expensive (tooling, supply chain, warranty, maintenance, product life cycle, etc) and I'd need to know I'd be able to sell at least a certain number of boxes over a given time to make it worth it.
If all my tooling and supply chain is geared towards Intel on the server lines, it'll take a much better value proposal, volume guarantees, and the threat my competition will do it first to make me add a new line geared towards AMD.
OTOH, for cloud powerhouses that design their own hardware, even a marginal improvement in TCO/performance will tip the scales.