Intel’s order book could make 2027 capex much higher than investors expect
BenBajarin · x · 2026-07-24
Ben Bajarin argues that the spend will be recognized in the quarter when customers receive the products, which implies Intel has already booked a lot of orders.
His takeaway: if that order book is real, 2027 could end up with much higher capex than many people are currently modeling.
Related event: Intel Q2 Earnings Beat Expectations, AI and Foundry Demand Drive Up CapEx(11 posts)→
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