From listening to their talks they've actually gotten pretty good direct responses from AMD and AMD likes them quite a bit. They've done what no other system integrator has done and brought up the CPU without using AMD's AGESA firmware bootloader. By simplifying the system they've reduced the workload on what they need to handle.
As to your second point, unless AMD somehow becomes supply constrained and only wants to ship to their most important customers first I don't see a future where there would be any lag. Again, the delay this time is from how long it took from company start until product release. Future delays will be based on the time it takes from them getting early development parts to released products, which they could even possibly beat Dell to market on given the smaller company size and IMO more skilled employees.
> It would be surprising if they don't run into some nasty issue that leaves their customers 6+ months behind on servers or switches at some point.
I mean they've already hit tons of nasty issues, for example finding two zero-day vulnerabilities in their chosen security processor. They've shown they can work around issues pretty well.
The talk here talks about that from about 32:15 : https://www.osfc.io/2022/talks/i-have-come-to-bury-the-bios-...
As to your second point, unless AMD somehow becomes supply constrained and only wants to ship to their most important customers first I don't see a future where there would be any lag. Again, the delay this time is from how long it took from company start until product release. Future delays will be based on the time it takes from them getting early development parts to released products, which they could even possibly beat Dell to market on given the smaller company size and IMO more skilled employees.
> It would be surprising if they don't run into some nasty issue that leaves their customers 6+ months behind on servers or switches at some point.
I mean they've already hit tons of nasty issues, for example finding two zero-day vulnerabilities in their chosen security processor. They've shown they can work around issues pretty well.