[bigbadfeline]

> The problem is that Intel doesn't know how to be a foundry in terms of volume and breadth of customers and will need an indefinite amount of capital to learn.

Indefinite is much less than infinite, they will learn because they have to. For better or worse, throwing money at the problem is how the US operates, trowing trillions into AI cannot risk being dependent on unstable Taiwan or capacity-constrained Samsung.