it makes gpu's. and if you look at gpu's, it hasn't gotten away from its core focus, but other markets have embraced gpu's as a legit processor entity for more than j ust graphics. so if you look at ai for example, if you look at autonomous driving for example, these run very nicely on gpl's -- on gpu's. in fact they run much better on gpu's than cpu's. so the market has come to them and they have built that expertise over several decades, and they have done it with pc graphics, and notebook graphics are expanding, and they have done it really well with each generation of their architecture, the latest architecture, and ray tracing, etc., gives light a natural feeling. so all the things they have done has been incremental, but the market has come to them. romaine: real quickly here, i am curious about the way that some end customers here have started to turn inward with their chip development. apple being the most notable. i am wondering how much of a threat, if at all, is that trend? anand: i am goi

we have used a number of gpu vendors to power that intelligence behind the scenes.is unique about what we announced today is that same ability we had as a company's we are now making available to any developer in the world to make their devices more powerful. i believe there will be applications for developers to specialize in enhanced security on top of our existing platform. caroline: talk to us about the existing landscape. you have people starting to see the end in sight of a pandemic and returning to work. work from home has put a lot of pressure on corporate cybersecurity efforts. is the landscape getting easier? liz that never going to be the case? -- is that never going to be the case? matthew: there are a number of things going on. i don't think any one company is going to be completely the same after the pandemic. we have all learned a whole new set of skills. i think employees are going to demand more flexibility. while there will be different companies at different points in the spectrum, i think there is going to be much more remote work and that means

when you think of what's in the box, everyone's excited about in vidia gpu, i think new management can story but the company has things to work out before that happens. >> we just laid out trade on netflix and intel and when buying options like earnings it's important to buy right and sometimes easier said than done and mike is here to explain how to do exactly that time for our call to action. mike >> yeah, so, you know, one of the other spaces we'll see earnings next week is in the telecom, verizon, at&t and when we do a buy right here are the important things to consider typically do it on a stock you want to own, you want to do it though on a stock that has maybe only modest upside potential because you're going to be selling an upside call, you worry less about catalyst or capital appreciate and more about yield. i was looking at at&t a very high-yield stock when you see high dividend yields like that it is a sign a stock could potentially be struggling and at&t has legacy problems with their wireless business and they will continue to cover this dividend that provides a level of

times improved performance utilizing their own grace cpu combined with their own accelerators, their gpus that's a meaningful amount so you start with the niche like hpc, high performance compute and ai, artificial intelligence, and then what you do is you build credibility before you start going into the larger total adjustable market. so it makes a lot of sense and it also makes a lot of sense that they're partnering with amazon they're partnering with media tech they're partnering with marvel as they're going through this regulatory process so it certainly speaks to the long-term structural growth within data center and how they're attacking the market from an arm architecture perspective. >> hey, jared, it's tim. does this do anything or add complexity to the antitrust around nvidia a.r.m. in? is that something you think makes this deal more complicated? obviously not challenging or a challenge to intel and data center, that's welcomed i'm sure on some level by the industry. but to the overall dynamics going on between this, as you said, takeover they're trying to get done, do you thi

what part of our computer is nan, cpu, gpu, rf, you name it how much cell phone exposure is too muchnt on apple? something that can be tough to figure out you don't talk about being an apple supplier they don't like it then there's a hardest of all, i mean, i'm talking about the hardest of the hard when i analyze stocks and you do, too i'm talking about the semi-conductor capital equipment companies. the companies that make the machines you need to make semi-conductors. like come on, we all know they want smaller, faster, better devices which require smaller, faster, better chips we need them for cars, wearables, cell phones we keep hearing there's. no manufacturing capacity. that's a shortage of factories to make the chips. we know we need lam research unfortunately, it's tough to get your head around last night, lam research reported and the response was incredibly confused. stock volted 30 points only to give it back this morning and then some, plunging to finish the day down $26.71. a pull back in tech, also because people didn't understand huge and ugly swing. i have been a fan

they're competing in tech, they're creating their own gpus and cpus and everything, and investors arely. david: you know, you just think of the history, you don't have to think hard of the history of china stealing data the, stealing private information and imagine what would happen if you sacrificed some of your funding and some of your financial information into their currency system. it would be a nightmare, an absolute nightmare. so good luck to them. kiana, thank you so much for being here. the book is crypto investing for dummies. thank you very much. >>> well, shares of norwegian cruise lines soaring today after the company■ç announced it is te asking the cdc for clearance to start sailing from u.s. ports on july 4th. ships would be at 60% capacity, and guests would need to be fully vaccinated, and they'd have to prove it in order to travel. ♪ -- dizzy in my head ♪♪ into this chip i invested in invesco qqq a fund that invests in the innovators of the nasdaq 100 like you become an agent of innovation with invesco qqq trelegy for copd. ♪ birds flyin' high you know how i feel ♪ ♪

. >> nvidia is best known for its gpus but now it's going start making server cpus as well those areing devices. investors saw that at a direct shot at intel which did drop on that news. a tech analyst says what nvidia is focused on is more of a niche product and intel dominates 90% of this server chip market this comes on the day of that big white house chip summit. president biden's infrastructure plan does include $50 billion for the chip industry. if it did get the green light, who would benefit. they would look to the semi equipment makers so applied materials, asml. if you build new chip making factories, you need new chip making tools >> paul, intel was just on the upswing. a lot of optimism about their new bold strategy to build found res and more manufacturing in the u.s. and now another blow from nvidia. >> intel seems -- every time they seem to have the wind turning to that yeir back, theyv this you're not going to get real strong growth out of it but they have a very capable ceo at the helm now and so i think you probably won't be hurt too bad here after this decline all

thinking about how we combine sort of our cpus and our gpus, and we're excited about our de xilinx pendinguisition as we bring in their accelerated computing and we will have a tremendous portfolio for the data center. so i feel great about our road map. i think computing is more and more important as we go forward. and yes, there are lots of companies that are addressing it, but you can count on the fact that we are highly invested in this road map, and we're working very hard to make sure that over the next five years, you see incredible technology from amd. >> lisa, just one last thing, can you give us a sense of what you're seeing about people coming back to the office, which of course would therefore be cpu sales, and how much could your company benefit from a genuine reopening of the office? >> well, you know, it's a great point that you're making, as we see the return to office, or sort of what this next phase will be, there is actually a return in enterprise spending and as we look over the next couple of quarters, we're most focused on the strategic segments of the computing marke