I am not so sure. Cloud providers will probably want to get this fixed and AMD would be a convenient alternative in the short term. I think the bigger risk is

I am not so sure. Cloud providers will probably want to get this fixed and AMD would be a convenient alternative in the short term. I think the bigger risk is that rather than going with AMD, cloud providers will pursue a different CPU architecture altogether, especially in the long-term. There were plenty of things to dislike about x86 virtualization etc. before this mess.