There's a bunch of detail in this story that we haven't seen elsewhere. Some of it isn't surprising (e.g., that Broadcom and NVIDIA are exploring Intel Foundry Services) -- but (to me, anyway) that AMD is evaluating Intel as a foundry is definitely new.
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[ 3.1 ms ] story [ 22.7 ms ] thread[0] https://www.youtube.com/watch?v=-zRN7XLCRhc&t=2047s