Someone made a "Never AMD" promise in purchasing, so this has pushed up lifecycles on, without exaggeration, all of our hardware by at least two years. The mobile and servers are most affected.
Worst is we support several thousand Macs, most mobile, and after I saw syscall performance choke after High Sierra, especially on apfs, I suggested we ask Apple to buy back or credit us for the loss in expected performance and lifetime.
Instead we froze purchasing on all but high end models and pushed out the replacement timeline waiting for Intel's 9-series, which was supposed to have hardware mitigation.
Now we know that even the 9-series are susceptible.
The SMT patch was pushed out last week, and we're going to have some really interesting conversations in the coming weeks.