This is a pretty bold change and really makes Intel chips less appealing. With the recent kernel changes for Intel's Spectre issues and this chip coming up, I think it's a distinct possibility that AMD will take back a ton of marketshare in the server space. If these chips really do have a ~25% performance gain over Ryzen (not counting IPC gains), I might just upgrade, and I think a lot of other people are in the sam…
If speculative execution is a problem and you need to give each VM its own exclusive cores, great when you can source parts with 64+ cores on them!