EPYC D and normal EPYC do not target the same workloads IMO.
Cranking up the power.
www.tomshardware.com
There are certainly compute intensive loads that would favor Zen with lots of cache vs. Zen will hardly any cache (the difference between Zen c and Zen cores). Of course, if the normal Venice (not D) does have only 92 cores, it wont be competitive in many DC applications compared to Diamond Rapids. Also it is completely non-sensical to imagine that standard Venice would be a huge step back from standard Turin.
Additionally, considering the massive uplift in bandwidth from 576MB/sec (DDR6000) to 1.6TB/sec (~%300), I don't see the logic in Venice not supporting even higher core counts. In fact, considering the die size that the 32c variant is at (I am guessing ~170mm2), it would not be impossible for AMD to create a 48c CCD which would be more like 255mm2.
As with all other discussions we have had on this subject, the question really boils down to .... do they need it?
Clearwater forest is rumored to be 288 cores. Unless those darkmont cores have some pretty spiffy upgrades to have SMT (which I personally believe would require a ground-up redesign), then it is likely that, like today, a single Zen 6c will = 1.5 Darkmont cores placing the performance of a 256 core Venice D well out of performance range of Clearwater forest.
Now, Diamond Rapids from what I can gather isn't looking as impressive with rumors still floating near 128c and 12 channels of memory.
Still, I would think that a 128c Panther Cove X would best a 92 core Zen 6 all day long (assuming it did have SMT).