According to DigiTimes, HP is now recommending it's AMD based servers to customers in preference of Intel chips.  The official word is that this is to ensure any shortages of new Intel silicon will not have any effect on their customers.  There is another point which could be behind this; Dell recently eclipsed HPE as the largest global server brand so HPE may be trying to recover that title by reducing the cost of their servers.  HPE has already demonstrated a willingness to move away from Intel based systsem as they are currently designing an ARM based supercomputer for the US Department of Energy, called Astra.

Either way this is good news for AMD.

"HP Enterprise (HPE) has recently been said to have recommended its partners adopt its server products using AMD's platforms to avoid the impact of Intel processor shortages. But Digitimes sources from the upstream supply chain have indicated that no other server players have seen issues with supply of Intel's server processors."

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