OEM and data centres are the big accounts. Power consumption is crucial to battery life in remote devices (in this case, laptops) and electricity is roughly 50%

OEM and data centres are the big accounts. Power consumption is crucial to battery life in remote devices (in this case, laptops) and electricity is roughly 50% of the cost of a super computer over five years (a lot of it is for cooling, and it's presumably less for data centres used for cloud or storage). If Dell sells more laptops with AMD and Amazon rents more AMD instances (m5ad, r5ad: https://aws.amazon.com/blogs/aws/new-amd-epyc-powered-amazon-ec2-m5ad-and-r5ad-instances/ https://aws.amazon.com/blogs/aws/new-amd-epyc-powered-amazon...) then AMD should be quite happy.