This specific issue is very relevant to cloud providers, who are the guys that buy thousands of CPUs, and doesn't affect AMD's current generation. I don't know

This specific issue is very relevant to cloud providers, who are the guys that buy thousands of CPUs, and doesn't affect AMD's current generation. I don't know what Intel's profit breakdown is, but I suspect it is heavily weighted to the high-end server chips where they have had no real competition for many years.