Quotes: Since the Rome CPU launch in late 2019, AMD’s market share in servers has increased rapidly. More importantly, their average sales price went from below Intel’s to well above it due to superior TCO. In 2 years, AMD more than doubled its market share. Going forward, we expect AMD’s share of x86 server units to increase from 13.9% in Q2 2022 to 21.2% in Q4 2023. ... Under this oversimplified model, upgrading to a 2-socket Genoa-based server from 4 existing 2-socket Skylake/Cascade Lake-based servers (2 CPUs vs 8 CPUs) is a net present value positive transaction. The payback period for Capex spent is roughly ~18 months. The payback period for a Rome/Milan server upgrade would still be ~4 years. The improvements are even more significant when you start considering new features related to security, CXL, and AVX512.