With clients of $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ announcing capex boosts every week like there's no tomorrow, their fabs must be running at full throttle! Orders are flooding in faster than they can process, now it's all about operational efficiency. Though current sky-high expectations might lead to short-term misses, the long-term roadmap for both firms looks brighter than a silicon wafer in cleanroom lighting.
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