Yes but most enterprise customers have reacted by buying more Intel chips, because the cost of migrating infrastructure is much greater. Once you're invested de

Yes but most enterprise customers have reacted by buying more Intel chips, because the cost of migrating infrastructure is much greater. Once you're invested deep into the omni-path level interconnects and spend 100k+ on cables alone, buying a few extra blades isn't a huge deal. Speaking as someone who has sat in on meetings where we negotiate with vendors for 1ku pricing. The big migration will happen in about 2-4 years. Typical enterprise schedule is 3-5 year cycles, zen2 launch was 2019.