I assume it sells if they are changing capacity allocations
Intel and AMD have prioritized capacity for server CPUs, and the supply for PCs has become less ... what PC players can get in Q2 is much less than the volume we got in Q1.
Its also worth pointing out that TSMC is a bit booked right now and Intel has its own fabs. So if you need a server CPU you may have to buy from Intel if you need it soon.
Allegedly Intel's CPU performance is improving relative to AMD so it may be getting better.