Yep, not very intuitive. To be fair, marketing to enterprise and MDC is different than to the consumer. Those companies usually have FAEs who’s job it is to help make vendor decisions.

https://www.cpu-world.com/info/id_model/AMD-server-conventions.html

The 8 here in the first position indicates SP6 vs SP5 ( SP5 is 9).

Similar questions were probably asked about AMD vs Intel when it came to CPUs not long ago. Still a big market share gap there, though.

It would take Nvidia really stumbling or for something to happen to Jensen. I think with the way Nvidia is ran someone like Jensen is a necessity / kingpin in the machine ( he has 40+ direct reports).

Intel stumbled really hard which allowed AMD a golden opportunity and to build up a bit of a warchest they are only able to reap the benefits of now.