I think you’ve hit the nail on the head here. I also think you may have answered your own question. Cloud customers may be taking volume quotes to Intel from A

I think you’ve hit the nail on the head here. I also think you may have answered your own question. Cloud customers may be taking volume quotes to Intel from AMD to see what they can/will do for them on price. I don’t see why they wouldn’t do that, what with their (way out of the normal range) buying power.