Charlie Demerjian of SemiAccurate did a conference call with Susquehanna today. A Reddit user Long_on_AMD did an excellent job making a long list of all the pertinent highlights.
Here are just some of the points:
Intel’s 10 nm effort will be a slow rollout, paper launch, and capacity is constrained because only one or one and a half fab remain to make 10 nm chips.
Rome and Milan will clobber anything Intel can come up with.
Epyc will be used for Google’s Stadia. AMD had listed Epyc under Cloud Gaming as well in its slide.
All in all, it is very promising for AMD.