Google's planning on using semi-custom designs for their new gaming platform. AWS is already ordering and using tons of server chips and Google doesn't seem too far behind.

Google is also looking at AMD for it servers. As AMD is beating Intel with the current generation so badly in all cost metrics that using Intel is wasting money.

Google has been "looking at" AMD for decades, including rolling out an enormous fleet of AMD machines spanning several generations. They have a big platforms group and plenty of engineers to dedicate to trying to make the TCO pencil for any platform, even POWER and ARM. The existence of a new AMD part that could actually work is not a new development in the relationship between Google and Intel.