One thing to remember is that the enterprise space is very conservative: AMD needed to have server-grade CPUs for all of the security and management features on the market long enough for the vendors to certify them, promise support periods, etc. and they need to get the enterprise software vendors to commit as well.

The public clouds help a lot here by trivializing testing and locking in enough volume to get all of the basic stuff supported, and I think that’s why AMD was more successful now than they were in the Opteron era.