If, as you say, AMD is not affected by Meltdown unlike Intel, will this significantly change the server market? Excuse the pun, but would this make e.g. AMD EPYC a lot more attractive for such data centers?
AMD claims that they believe that the way their branch predictor works effectively makes the BTB poisoning unusable, but there is no actual proof, and their statement regarding it was much more wishy-washy than they were with meltdown. (Which they specifically state they are completely immune to.)