If the hit is as bad as they say (30% performance), cloud providers will be almost forced to upgrade when the new hardware comes out that fixes it. Are they really ready to adopt AMD? Go long on INTC?
They could get AMD hardware that works today. We don't know when Intel will have working hardware. It will be at least months and possibly years. Processor design is a long process.
I'm not sure AMD could even handle the volume...
I'm sure they'll be happy to produce 24/7 or raise some prices to take care of that.