We do not know what the actual bug that prompted this activity is. Nobody has revealed that information. It is possible that the bug affects AMD also but does not require this patch.
That is a pretty specific reference to the root of the problem, and a pretty clear indication that AMD's design decisions protect against whatever the attack is. Sure, we may find out that there is more to the attack than just speculative memory references, but so far what we have seen suggests a fairly specific vulnerability (that just happens to involve the particular design choices of a dominant chipmaker).
https://googleprojectzero.blogspot.com/2018/01/reading-privi...
I think that's sort of a pattern. Vendor X is affected by a POC, so they fix the issue. They then develop more tests. Vendor Y concludes they are not affected, perhaps based on a false negative test, and fails to investigate further. Now X understands more about the true scope of the problem than Y and they have tests to demonstrate on Y, but Y does not.
Sounds like AMD's chips are not affected by variants of this attack either. Sure, we should wait for the details to be published before making sweeping claims, but the details we have so far paint a reasonable picture of what the vulnerability involves. It is reasonable to assume that AMD's design decisions prevent this attack, while Intel's decisions enable it.