INTC: We're forecasting 2027 CAPEX to be significantly above the 2026 levels, with the vast majority spent across our U.S. network.

INTC - "We're forecasting 2027 CAPEX to be significantly above the 2026 levels, with the vast majority spent across our U.S. network. I would just say that these increased investment is a signal of our confidence in customers across all of our business units. We feel very confident, particularly in places where we've gotten long term agreements that we now have. We remain very disciplined around spending and Lip-Bu, I think, has beaten that into US, that we will put CAPEX in place when we feel very confident we can generate a very good return on it. You know, these fabs that we're building, over time they generate significant return."