Disclaimer: I know relatively little about differences between processor architectures, so this might be totally wrong because Intel might just have them over a barrel on this.

I think the major difference between this and, say, the Equifax blowup, is that Intel's institutional clients are affected by this.

I'm not sure what they're thinking internally, but it stands to reason that they're probably a bit upset at least: Their CapEx just went up to maintain the same level of computing power. I'd be surprised if internally Google is buying the "AMD is just as affected" line that Intel's been throwing out.

So, I wouldn't be surprised if they're at least evaluating AMD.

Or, again, maybe Intel just totally has them over a barrel and transitioning isn't feasible at all. It certainly doesn't paint a great picture of Intel's future if AMD does catch up, though.