[sliken]

They will likely drop the clock. I don't think the market cares at all about how much a CPU takes. If a 1U box has competitive performance AND better performance/watt then it's attractive. It if has worse performance/watt than it's not.

AMD might well steal some of the dual socket market with a dual socket, and maybe some of the quad socket market with dual sockets.

Considering that the current ryzen at $500 is relatively competitive with the $1,000 intel (basically a relabled Xeon with 4 memory busses in the LGA2011 server socket) a quad module (32 core/64 thread) in a socket sounds pretty good. Even if it's more watts than the intel.