I don't think this has anything to do with next gen process. It points toward Intel needing help starting their foundry service in sales and external tooling.
I don't think it's related to making up the difference or not.
GF won't have much if anything that helps them in that regard, so I think it mostly means that Intel thinks they can use more capacity of their own, even for not top-end process.
Genuinely curious what you think.