Its not surprising that EPYC hasn't made as much inroads as expected. There's a lot working against them there. I still don't think the big OEMs have adopted EPYC much, and the major players (Amazon, Facebook, Microsoft, etc) seem to be looking at a variety of things (Amazon's ARM chip, etc). I think those will come though. I also think that gaming will be big for AMD as they'll have both consoles and developing game streaming stuff. That stuff I think will really start to takeoff in like 2022.
I think the supercomputers are big wins for AMD, as, and I could be just inferring this and it be my own speculation and not how things will go, but that it was going to help develop sorta dev kits for HPC hardware, which I think would go a long way to boosting AMD in that segment.
Which, there's just general uncertainties in there. Not even talking about the pandemic. There's been talk about next steps. Stuff like fiber optic interconnects (internally), mixed chip solutions, etc. Both Intel and AMD are working on solutions. I think that was actually a big part of Facebook's self-developed platform. Same with Google.
Which, there's also got to be lots of Intel hardware that is due to be swapped out. I'm not sure on the full life cycle of server equipment, but I'd expect there's ebbs and flows. AMD had to establish EPYC as reliable and not a flash in the pan. Then I think companies will start trialing it for potential as base platform, and then sales will go from there. I have to imagine that once a lot of companies start testing EPYC internally they'll be impressed. Some have likely been waiting to see if Intel would have a realistic response (which seems to me that even if Intel rights their ship, they're not going to eclipse AMD so much that it'd completely curtail EPYC viability - but companies had to see if Zen was Athlon 64 part 2 with a Core 2 stomping followed by Phenom issues, etc).
I think AMD knew and this seems to be right in line with what they expected, and why they focused a lot (at least to me it seems), on having a long term plan for Zen. To keep iterating. It actually seems to me they've been a bit aggressive (but in smart ways, meaning, I wasn't expecting 64 cores til Zen 3, I thought we'd get 48).
Still makes me wonder why the enterprise/embedded/semi-custom figures came in so low. There must be some other semi-custom contracts expiring.
edit: the other possibility is that AMD is dumping Rome at a discount to combat Intel's aggressive negotiated price strategies.
I wouldn't be surprised there's been ones they were working on that got cancelled or are on hold or something. I think that Atari console is likely not going to see the light of day (think someone from Microsoft is even suing them over it). I believe there was talk about another one that wasn't Sony or Microsoft too, and I'd have a hunch that might have gotten dropped due to the current situation. Could also see a lot of the tinker board crowed dropping (there seemed to be some enthusiasm for embedded Ryzen, but those situations are already often skimming by on the skin of their teeth).
Didn't Sony cut their order for PS5, too? I seem to recall there being talk that Sony was gonna be pretty conservative for the PS5 launch and I think that was early in the pandemic, so it might not have even accounted for that.