Yes, the Naples 32 cores/64 threads powerhouse is what's dangerous to Intel, especially at its performance level.
(datacenter is where Intel probably makes most of its profits, and Naples is eating right into that market)
According to articles on Forbes and Extremetech, Intel currently has 99% of the server market. This is a new product that may affect Intel, but it hasn't done anything yet. So far this is just speculation then.
It hasn't done anything yet because it hasn't been released yet. So of course it is speculation. However, based on the downclocked Ryzen benchmarks I have seen, it should significantly outperform anything Intel has in Perf/W at the 5W/core level. And Perf/W is what datacenters care about.
Is that the case? From the benchmarks I've seen, they're not slower. They might be slower for single-core video game performance, but you need to spend over $1000 on Intel to compete with the $500 Ryzen on workstation performance. I imagine most companies care more about workstation performance.
The Naples (server version of Ryzen) has more memory BW, more cores, and more PCIe lanes than Intel's Xeons, and threatens their data center hegemony when it is released.
