Meltdown?
Have they applied patches and seeing the effects of performance hit on systems that were previously running a bit to close to the limit for comfort?
Quite a few systems I am aware of that were ticking over, just about getting by on only had about 20-30% "headroom" are suffering squeaky bum time after patching and seeing performance nose dive on I/O intensive stuff (hence AC!)
Or is it unrelated coincidence?
If its unrelated, they should have just seized the opportunity and cynically blamed the patches anyway, isn't that sleaziness what PR people get paid for?