It seems that they're on track to get epyc into OEMs and cloud providers in quantity. They've been successfully growing the ecosystem in the server space over the last 2 years (Supermicro, dell, HPE, Lenovo all pushing epyc sku's now) so they're very well poised to capitalize on it if they can keep up with supply. The power efficiency gains on 7nm will be pretty tempting to cloud providers and colocation clients alike. If you can put 256 cores (4 epyc2 sockets) into a 1U server and keep it under 1200W that's going to be a landslide win for density and running costs. Factor in pcie 4.0 and things are looking pretty sexy.
I've read that wafer yeilds on zen2 are 70%+ which gives a huge advantage on cost and production efficiency to AMD. I think Intel's skylake yield for an equivalent 28 core die is sub-40%. If anything the limiting factor is going to be TSMCs ability to give AMD capacity on it's very crowded and in-demand 7nm fab.
Dell and HP already have them in quantity. We just have to perform due diligence to ensure all of our workloads will remain the same or better performance. Thus far, testing is looking good.
I've read that wafer yeilds on zen2 are 70%+ which gives a huge advantage on cost and production efficiency to AMD. I think Intel's skylake yield for an equivalent 28 core die is sub-40%. If anything the limiting factor is going to be TSMCs ability to give AMD capacity on it's very crowded and in-demand 7nm fab.