Tesla's next-gen AI6 chip is reportedly going to Intel 14A in late 2028. Apple, Nvidia, and AMD are also engaging Intel Foundry for 18A-P and 14A. The companies that compete with Intel on chip design are now lining up to become its biggest customers. The reason: TSMC's leading-edge capacity is booked solid and Intel is the only other foundry on Earth that can build advanced-node AI chips. The optionality value alone justifies a re-rating. The thesis just shifted from "turnaround survival" to…