I would look for these 5 things:
Large server CPU orders from companies like Meta, Microsoft, Amazon, or Google.
Multi-year contracts, showing customers plan to keep buying.
Higher shipment volumes quarter after quarter.
Backlog growth — orders waiting to be delivered keep increasing.
Revenue growth matching the orders — orders must eventually become real sales and cash flow.
For Intel, “we can only supply half of demand” sounds positive, but the important question is: Are customers actually placing large, long-term orders?
For AMD and ARM, the same rule applies.
Bottom line:
Demand talk = interesting.
Signed orders + rising shipments + rising revenue = real proof.
I would trust the second one much more.
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