$Intel(INTC.US) CFO gets asked for more details on 2027 Capex "up significantly in 2027"
CFO would not give an exact number, but said they will release it at the start of next year and wanted to give investors "line of sight".My take is it will be up 20% next year. Street currently looking for flat. I expect hyperscalers to grow Capex next year by 40% plus. So yes, it's growing fast, but not as fast as the more aggressive tech companies.Source: Gene Munster
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