Earlier quoted context omitted.
What's disappointing is that none of the major cloud vendors has made any real commitments to AMD, at least none that I've seen. 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!
What's even more disappointing is that Zen 2 doesn't include support for new techs like the upcoming DDR5 & PCIe 5.0 which seems are going to be supported in Zen 4 https://www.anandtech.com/show/13578/naples-rome-milan-zen-4... IC: AMD has already committed that Milan, the next generation after Rome, will have the same socket as Rome. Can you make the same commitment with Zen 4 that was shown on the roadmap slides? M…
1) PCI-E 5 isn't even standardized yet
2) Mass production of DDR5 memory chips might begin ramping up in 2019, but it's unlikely that DDR 5 memory sticks will be readily available on the market until 2020.
3) It takes a really long time to engineer a cpu architecture and bring it to market (generally a year or more for even just a revision of an existing architecture).
4) Adding support for a new memory or PCI-E version requires a new socket and a new chipset, which creates even more work that by definition can't be "done" until things are fully standardized.
AMD are going to support DDR5 and PCI-E 5 eventually... But they want to release a new architecture revision on their current socket and chipset now before it's reasonably possible to do that.
Edit: All this is to say nothing of AMD's commitment to potential partners to keep the underlying socket and chipset the same for a reasonable period of time, which is critical to planning supply chains and upgrade paths for major partnerships.