[ixfo]

100% this. With NVMe and higher bandwidth NICs, fast and plentiful PCIe lanes are increasingly important and Intel have just been so far behind in this (or gated equivalance at hilarious price differentials from AMD - like having to go to $4k Intel parts (and beyond) to match AMD prosumer desktop parts).

[bayindirh]

Just try to attach a 8 GPU A100 unit to a 2P Intel system, then try to add fast Infiniband with NVMe for scratch, and whole platform just chokes.