They would have to screw up really bad for people to go to AMD. I think that may never happen.
Intel got lots of datacenter business simply by having a better (as in "better suited to our demands") product than anyone else in the segment. AMD has a short time window to make some large sales. They have until Intel ships a microcode fix or a new line of processors.
Sounds like microcode fix isn't possible.
It's a 5-30% performance boost without even a major change. :-(