Without investors pouring money in it, the R&D will stall and that's not something they can sustain. - AMD has a superior multicore manufacturing process to it

Without investors pouring money in it, the R&D will stall and that's not something they can sustain. - AMD has a superior multicore manufacturing process to its competition. They are able to glue multiple die together to form their high-core chips. Others try to stuff as many cores as possible onto a single die. The problem is that the failure rate during fabrication increases exponentially in the number of cores in a die. Through this innovation, AMD has much lower costs when manufacturing many-core chips. - EPYC has some serious advantages over its main competitor -- 128 PCI-E lanes, and comparable performance on other dimensions, at a lower cost. - AMD APU's are not something that Nvidia can compete with. The fact that AMD can manufacture both CPU's and GPU's gives them a huge advantage over Nvidia in this space. In other words, AMD already has a couple of nice moats. It's not like if they don't come up with a breakthrough within a year, they're screwed.