4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker expects Intel to serve external foundry customers and says Intel’s capital expenditures will grow over time as it does so.

Unresolved speaker · What will computer chips look like in 2045? · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“Um, we'll become a foundry for others. Um, so in, in due course, our CapEx will also grow.”
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