[mtgx]

If they have a much better performance/$ than Intel, which they likely will have, it sounds like a good opportunity for AWS to significantly undercut Microsoft and Google (which recently bragged about purchasing expensive Skylake-E chips).

[chx]

There's opportunity cost to consider. Google has Skylake-E now which is not even available at retail yet.

[mtgx]

Well, it also seems that Intel prioritized its customers. If I were Amazon or Microsoft (the rumors said Google and Facebook were the priority customers), I would get Naples just to spite Intel (it doesn't hurt that AMD's Naples likely offers better perf/$, too, though):

https://semiaccurate.com/2016/11/17/intel-preferentially-off...

[bit_logic]

Really dumb move by Intel, this what happens when a company becomes too arrogant. They knew about Zen but probably just laughed it off as nothing. At the high level business decisions, things like this matter just as much as technical details like performance/$. Hard to believe they were dumb enough to piss off Amazon AWS, MS Azure, and others.