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by loeg 1704 days ago
> I think this is largely just lag between orders for new xen parts and the capacity coming online.

That may be a piece of it, but I think there's a little more. AMD released the first generation of Epyc processors in June 2017. They didn't see much adoption for years.[1]

[1]: https://cdn.mos.cms.futurecdn.net/vono9miWH83ZVeqRfE9CCV-970...