But they are still gonna fab the Zen 6 chips. So for people already with AM5 motherboards populated with RAM but rocking a Zen 4 CPU this could be a good time to upgrade that CPU with your existing setup. You passing this generation just means less competition for those CPUs which should make them even cheaper.
My understanding is they’re using the same process time for cpus and gpus so they may just be able to reallocate it for datacenter gpus. Sure they’re behind but some of the AI companies have already made deals with them as they just want compute, any compute. So I think the effect might be less than some hope for