Re: Accidental shortage
"Being able to replace a full rack of Intel with two AMD boxes is music to the ears of any data center professional."
The "rack full" of dual CPU Intel boxes MAYBE being replaced by "less than a rack full" of AMD boxes.
Licensing makes high core counts hard to justify for Enterprises unless they have applications (like HPC) that aren't licensed per core.
The high core count chips are power/cooling hungry making it hard to sell them into cloud environments or enterprise blade chassis where density is more important. That's not to say moving from 20 servers per rack to 10 while lowering connectivity costs and increasing core counts doesn't make sense.
IO (typically storage) also kills your per rack density - you are likely limited in the amount of IO you can deliver to each rack. So moving from 20 x 8-cores to 2 x 128 cores likely doesn't unless you can avoid storage/IO/network/memory bottlenecks by scaling up connection speeds cost effectively.
Can you mix your new CPU's with your existing CPU's in a VM environment? Or do you need to start a new farm. That makes switching vendors hard unless your current environment is end of life and ditching it is an option. If you have a larger environment and replace a fixed percentage each year, changing may require considerable planning/budgetting.
And finally, what does it cost all up?
If any of the Super7+1 (or is that +2 now nVidia are trying to compete for mobile gaming?) announce major deals with AMD in 2020, AMD likely double their server market share.
TL;DR: high core counts look great, but AMD's pricing, power usage, low-to-mid range core counts and being able to deliver are more likely to win them this round.