The Challenge for Intel to Compete in the Data Center Industry

The hyperscalers all want to do their own chips. So that's a challenge for somebody like Intel, which is the leading market share leader when it comes to data center chips. And there aren't enough proof points in terms of, you know, manufacturing coming back. That's where the government support is key. The more these fabs are underutilized, it will be a drag on the gross margin.