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That Intel deal confirm lock in steady demand for 3REN and their back-end services long term. Everyone eyeing this counter now because the expansion pipeline look super solid for growth.
InteL is close associate with 3Ren. And Intel is engaging a project called 'Terafab' which involve SpaceX, Tesla and xAI.. Upon the succesfull listing of SpaceX. the next big things from Elon Musk will be 'Terafab'
Intel will be spending more on advanced packaging technologies like Foveros and EMIB, and this could mean more engineering and automation projects for companies supporting its ecosystem