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There is a serious security flaw in billions of Intel CPUs that can let attackers steal confidential data like passwords and encryption keys. Firmware updates can fix it, but at a potential significant performance loss.
Now it’s more like “upgrade to maintain your level of performance, because our patched CPUs take a 50% performance hit” (per the article).
That is quite convenient for them. I’m sure not a conspiracy given depth of the issue, just very convenient if people heed the call.
Which most won’t. Enterprise is likely already on the newer gens aa part of normal refresh cycles. Maybe this just accelerates that a bit.