$Intel(INTC)$ $15 billion isn'

$Intel(INTC)$ $15 billion isn't really going to rattle anyone when you compare it to the hundreds of billions hyperscalers are pouring into AI. I think the market is starting to figure out what this announcement actually signals. To me, LBT is essentially saying there's unprecedented demand and they have to step up to meet it — existing tooling won't cut it, so they need to buy more tools and make better use of the capacity Pat Gelsinger built out. The quiet message underneath is that Intel foundry is off to the races with external customers.

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