Performance isn't an issue.
Companies don't need to upgrade as much... even Intel's cloud revenues, without competition/on contract, slipped over 6%. That's a massive amount for a quarter.
Remember, Ryzen has been out since 2017, with the 1950X being released August 10th of that year. Only now, 2-3 years later are you seeing articles about real corporate change and a switch to Epyc. This is great news and personally, I am very proud of AMD's resurgence, even though I'm a fan of Intel's chips because of their gaming performance.
However I don't have much of a leg to stand on now, only the $350 range. That little 3600 for $200 is game-changing, world shifting CPU.
It's also a weird time with all of the imposed tariffs and changes with world trade. AMD's chips are made in California but I am sure they get product/material/service from overseas, next year with all these tariffs will be interesting.
I do see AMD climbing up the corporate spectrum, but it takes time.