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CNBC Squawk Alley July 12, 2024

Another day of dragged on stimulus talks, john. Intel not a small factor in the trade. When i think of volatile tech stocks, i tend not to think about intel. Look that two year chart ups and downs. Its like an obstacle course, a tough mudder or something. Last quarter, it was about the supply side and intels manufacturing. This quarter the surprise was more around demand and the extent to which enterprise and government just isnt buying in the data center. Cloud picking up the slack that has an impact on margins. Of course, we have the pc stuff going on which is largely a tail wind they havent for a long time but theyre not buying them in the enterprise as we would expect people are not in the workplace. People are adjusting the way they work. That does have an impact on intel. A lot of balls in the air here this volatility predated, bob swan particularly on that manufacturing side but now hes got all of these other things to deal with as well investors looking for clarity around what ....

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Google Unveils Axion: A new Arm-Based CPU

Unveiling Google Axion: The future of data center CPUs is here, delivering unrivaled performance and sustainability. ....

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Rack Power Distribution: a Deep Dive Into Effective Power Strips

Explore the world of rack power distribution with insights into effective power strips. Enhance efficiency and reliability in your data center setup. ....

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Oracle Cloud Infrastructure Chooses NVIDIA BlueField Data Center Acceleration Platform

21.03.2023 - Hyperscaler Adds BlueField-3 DPUs to Its Networking Stack to Offload Data Center Tasks From CPUsSANTA CLARA, Calif., March 21, 2023 (GLOBE NEWSWIRE) - GTC - NVIDIA today announced that Oracle Cloud Infrastructure (OCI) has selected the NVIDIA . Seite 1 ....

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Micron DDR5 Delivers Increased Performance and Reliability for the 4th Gen Intel Xeon Scalable Processor Family.

Micron DDR5 Delivers Increased Performance and Reliability for the 4th Gen Intel Xeon

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