In the case of asymmetric competition, a company with vastly more resources might curate a list of undisclosed problems with competitors' products, for when a major event like this strikes, they can drag along the underdogs. The optics are different if 1) the dominant player can pretend it's "working together" with the other vendors, 2) the dominant player condescendingly points out mildly related issues in competitors' product, and 3) the name of the alternatives keeps getting linked in a "we're in the same boat" way.
I'm not suggesting this is the case here at all, as it's unlikely that Intel identified this precise issue with AMD long ago and haven't checked their own vulnerability (though there's always a chance that an issue is found by company A when analyzing the strengths and weaknesses of company B's products, which then turns out to apply for their own products too). But I wouldn't be surprised if somehow there were some loosely related AMD issues that came to light now, and it's impossible to tell if those would be current finds or older ones.
Given Intel's dominant position, they may come out ahead in P&L or gross margin terms even if it turns out to be a clearly Intel issue, as the perceived or real loss of performance may trigger an upgrade spree, sold unit counts inevitably dominated by Intel purchases.
AMD has just started to catch up in overall performance, and in the worst case bug impact to Intel, they may even get competitive single-threaded performance. Also, there has been speculation that Apple has been evaluating ARM processors for some future laptops, and a sudden drop of the baseline is an interesting turn of events.
While this in theory benefits the underdogs, financially Intel may well come out ahead due to their market hegemony.