Re: no news
and professionals may notice
And *all* the big cloud providers will now need to buy 25-30% more hardware to meet the expected capacity plan. I don't imagine that Google/Amazon/Microsoft are going to be too chuffed with Intel right now. And since they (with Apple/Twitter/Facebook et. al) are probably the biggest buyers with the most clout their voice is going to count.
If they all switch to buying AMD (assuming AMD has the capacity to build that many processors) or re-tool for ARM then Intel sales are going to nosedive.