Not sure if it makes any sense and even logical to compare the market before and after Intel's floating point bug was uncovered a decade ago. My bet is this current bug won't shake Intel's stock price much.
If the workaround being deployed now causes a 30% performance hit in real world usage, even just for some cases, it could hit Intel way harder than fdiv.
A lot of people on Intel will suddenly lose a noticeable amount of performance. Conversely, if your Intel based VMs lose 25% performance, you are now booting up and paying for 20% more VMs for the same load.
A lot of people on Intel will suddenly lose a noticeable amount of performance. Conversely, if your Intel based VMs lose 25% performance, you are now booting up and paying for 20% more VMs for the same load.