I wonder if this signal a lack of confidence in their CPU offerings going forward? But there's always TSMC being a pretty hard bottleneck - maybe they just can

I wonder if this signal a lack of confidence in their CPU offerings going forward? But there's always TSMC being a pretty hard bottleneck - maybe they just can't get enough (and can't charge close to their GPU offerings per wafer), and pairing with Intel themselves is preferable to just using Intel's Foundry services?