Gravity
GROSS ~$53B/yr revenue, but EXTERNAL foundry gravity is tiny (few marquee external customers at leading edge); its real gravity is STRATEGIC — the only US-owned leading-edge fab the state wants to exist — far exceeding commercial pull (undeflated)
Sourced figures 1
- kestrel board.yaml — intel (internal anchor) board.yaml anchor: 'external foundry gravity tiny, strategic gravity (domestic leading-edge the US wants) >> commercial'
the working
Threads 2
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Intel.
