a good spot over the next two, three, four five years >> but data centers, ai need gpus over cp u.s. and -- >> you're talking about nvidia now. >> i didn't want to bring up -- >> all roads always lead to nvidia. >> even amd, their earnings are out next week. that could be a positive uptick for them but the problem with intel is they focus more on cpus and this ai push may benefit the other names that we just talked about as opposed to intel because they're buying gpus, graphic processing units. >> kristina, thank you that's kristina partsinevelos. >>> straight ahead, big oil's big moment a pair of heavyweights reporting tomorrow next. >> announcer: create my trade. send us your latest stock move and the committee will debate it and grade it askhalftime@cnbc.com or @halftimereport. #grademytrade. i think i'm ready for this. heck ya! with e*trade you're ready for anything. marriage. kids. college. kids moving back in after college. ♪ here's to getting financially ready for anything! and here's to being single and ready to mingle. who's ready to cha-cha?! new projects means new project

perform the role of uh, that means the main ideological manipulator, that is, the former chek nkvd, gpukgb uh-uh wanted to become and it wanted to become it became a monopoly of power, it became this monopoly, that is, the current russian federation is a state that is like a kgb state, yes, the post of the kgb, it was renamed there , but it was renamed half a dozen times during this century, but this is an institutional burden that has been ensured throughout the century - this is this caste, the internal party, which means that it is interested in this very postmodern empire, we are interested only from dzerzhynskyi or from some bezkardorf, this is it, so it is, so to speak, a graham-griniv plot, it is not quite i am not, er, it means the author of detective stories my topic is 30-35 pages in addition to the same it is an essay i mean it is from the first person it is based on my own experience i can afford it not like timothy snyder like oksana zabuzhko i have more freedom and can speak based on my own experience like member historical events, witnesses and participants of historical

and so, companies like n which create graphics processors, gpu's, to do these millions of equations,o do the computing that ai needs to operate, those companies are well situated and hardware. but as far as that information, the companies that have the wealth of information that ai needs to learn are slowly starting to sort of realize their own value. so read it, for instance -- reddit, for with millions of conversations on their platform, they will start charging google and openai for its data. curious as to what wikipedia will do. companies like shutterstock, old blogging platforms that have a bunch of natural language out there. i'm curious to see how the internet looks when people start walling off dat gi t company buildg these chat bots to access that now. kristen: reddit's got good data. more people are using it more and more with the demise of twitter, if you will. you know what i mean. in terms of the tech sector as a whole, i know we talk about tech going through tough times. . are there certain sections and sectors in tech that are booming? >> yeah, i think right now, that'

inertia of the masses, and on the other hand , they used what is called, i don’t know, the nkvd, the gpund, as they say, lenin dzerzhinsky of delorotsk , because they had no choice, and accordingly, this kind of inertia can also work now. there was false religious money, they did not lie to the people . myths about the communist society of justice, about the struggle, so that they would believe in this myth. what is the adoption of the religion of the russian empire for 70 years? the same as the adoption of the roman empire of christianity , the bolsheviks have 30 years of life. and what is the plastic of today's kremlin? they don't have anything like that that surrounded the masses now. and we are one of the conclusions, but there is simply hatred in ukraine. it can inspire these russian fascists. i have such a grudge against those who are ready to kill the last ukrainian carrier. % of the population well, this is not much, but then the main mass is significant . counted and now we also see what it is. this quality of the hand continues in the same direction. they don’t count the number

inertia of the masses and on the other hand they used what is called, i don’t know , the nkvd of the gpus, therefore, accordingly, the people who escaped threw the tsar from the first world war, there they changed the government, they were forced to defend, as they say , delatrotz's lenin of dzerzhinsk, because they had no choice, and accordingly, now they can to work too, this kind of inertia, you know the civil war, the reds are not only thanks, it was closed with flowers, nothing, they had an idea , it was false, religious money, they did not lie to the people. the territory of the russian empire, including ukraine, this is what the russian historian, killed by the czechs, andrei marlyk, said beautifully, that i accept the communist religion of the russian empire's long life for 7 years. just like the adoption of the roman empire of christianity, prolonging its life for 300 years, the bolsheviks had the same thing that today's kremlin plasterers do not have. russian fascists, i have such an estimate of such people, when they are ready, they are ready to kill the last ukrainians of the

very tappin all in public gpu which actually she can see the stars art group is closely associated with democracy wall, as well as the activists to express their views on democracy and freedom their. there was also jin tian today when a non official literary magazine law, the windshield coul to sheer genie yuki also ain't ashley shitty too. it's honey. we really wanted to contribute to democracy wall who told the truth. so we spontaneously decided to publish a magazine featuring new poems and novels, photography, and pain detail. he, she, she know, she ha, ha, ha, a she, she'll one we wanted to find out what freedom of the press really means you're self occupied. so we came up with the idea of publishing a magazine button as leo i suggested calling it today, the hotel. i found that we should try to represent the present to feel that the moment amelia daniel kid. yes. sir. oregon washing machine long roy and i were the founders of the artist group, the stars with an issue iga. we wanted to create a space where everything revolved around art. we called ourselves the stars because now was

product sapphire rapid has accelerators on it for those work loads some of the ai servers don't have the gpusst in the near term they're probably getting some of that, but over the long term, as more and more work loads become accelerated and are taken up by some of these other pieces of silicon that aren't cpus that's something intel has to deal with. >> what's the over/under on how many times ai is said on the call >> he better say it a lot. >> stacy, thank you. >>> don't miss pat gelsinger tomorrow on cnbc >>> edgar denny is going to join us dow is still good for better of 500 points >>> kristina partsinevelos is standing by. >> hey dude, the shoe brand not cutting it for crocs it's weighing on the stock we'll have that name and much more after the short break ♪ imagine, a car that goes as far as it does fast. as sleek as it is spacious. as smart as it is beautiful. introducing lucid air. experience the best. ♪ ♪ (vo) with verizon, you can now get a private 5g network. so you can do more than connect your business, you can make it even smarter. now ports can know where every piece of cargo

these are all sorts of gpus that are needed for games that are used for mining.t all appeared , it became possible to train neural networks. they learn from the big data and then, oh , they can because of what they learned something new from the same series to mix. yes, but this is some poor-quality new, but solutions some. the price of new judgments this program can be downloaded to the phone. yes, there are some that you can download. well, at least on a computer on a laptop for sure, but the most well, everyone knows. yes, that such programs learned to play chess there, defeated a person, and this happened at the end of the uh nineties, but then for a very long time those who do not accept neural networks thought that this was all nonsense there is a chinese game go that is not needed there intuition will never beat a person's computer in his life passed there 20 years. and it happened. moreover, they went further and created the next generation of this program, which, unlike the first generations, where they put the entire array of human experience data into

these are all sorts of gpus that are needed for games that are used for mining.t all appeared, it became possible to train neural networks. learns from big data and then e can from what they learned something from new from the same series to mix. yes, but it's poor-quality new ones. uh, decisions are some qualitatively new judgments of the gram. this program can be downloaded to your phone. yes, there are those that can be downloaded on well , at least on a computer on a laptop for sure, and well, everyone knows the most. yes, that such programs would have learned to play chess there, defeated a person, and this happened in the late nineties. well then, for a very long time. those who do not accept neural networks believed that this is all nonsense, there is chinese go game in which intuition is not needed there , a computer will never beat a person in a lifetime. it's been 20 years there. and it happened more than that, went ahead and created the next generation of this program, which is unlike the first generations. where they put the entire array of human expe

that the story here is simple the analyst is astonished at the pricing power they have for the a-100 gpu, $10,000 a chip, and the h-100 which they're not even allowed to sell in china, it's so powerful, $20,000 chip. there's no other semiconductor company playing the game nvidia is playing for people who feel like, oh, my god, there will be all these orders for ai, i can't believe i'm not in it, it's not like there are 20 great plays this is the number one play. i think that's reflected in the runup we've seen this year since chatgpt kicked the door down i'm not saying it will be fundamentally supported, he doubled his price target from 175 to 355 and went from sell to buy and you don't see that very often and i think this is the type of situation where you do see it and it's a tough call if you're not in it you don't know what to do if you're not in it it's one of the reasons i never sold it. it's not cheap >> you have told people on this program who watch our program don't buy it, in fact, now >> i'm in with an absurdly low cost basis the one thing about nvidia you can count on are hug

then, of course, a bunch of other companies that are in the chip business like nvidia building the gpushave a.i. in their software, adobe, oracle and a company called c3. stuart: nobody seems to be abiding by this attempted pause in a.i. development. they all seem to be racing ahead as fast as they can go. >> yes. that pause was a voluntary pause, and i think it was pretty much ignored. [laughter] what we actually have is a situation where two things are going to the chap in this generative a.i. chase. one, we're going to run out of data, and the exponential information is going on the powering all the other chatgpts, so there's probably going to have to be a pause if at some point. stuart: do you have a favorite a.i. stock? >> somewhere between nvidia and google and microsoft. you're going to see those do really well. stuart: got it. ray wang, see you again soon. just as opening bell is about to wring. concern ring are. we've got, what, 10, 12 seconds to go, and we're going to open on the upside. it's not going to be a huge rally, and i have no idea how we close, but the market's keyin

because its so-called gpus play a critical role in all the technologies.ean, chat gpi uses over 30 you t3 --30,000 of them. there are 80 billion transistors in each of of them. this is a pure play on a.i., the closest you can get. maria: and another pure play on chips, right? i mean, these are the two major issues going on right now within tech and chips, i would say national security. both actually national security, a.i. as well. peter, it's great to get your the take on both of these things. thanks very much. >> you're welcome. maria: peter an deer n son andg us. the morning mover is alibaba. reports show chinese regulators are lowering the fine on ant group from 1 billion to nearly 700 million as the chinese economy grows 4 and-a-half percent had in the first quarter of the year according to the ccp. the stock is up better be than 7% year-to-date. this morning showing a gain of 2 and a quarter percent right now. we will keep watching that. we're just getting started this morning. coming up, house speaker kevin mccarthy lays out republicans' demands for

. >> we should point out again, because people need to understand this chain, they need the gpus fromvidia, which were designed by nvidia, one of the most valuable semiconductor companies or maybe the most in the world, which are made by taiwan semi. the designs are delivered to taiwan semi, which then makes the chips, because they make 80-plus percent of the advanced chips in the world >> we did have a warship there i'm doing a piece tonight about that about how lightly defended taiwan is. wow. >> and that, then, lends itself to the larger conversation we're having and that others have about the geopolitical risks of the competition between china and the u.s. and where it leads. by the way, fink, the other day, i thought was interesting when he talked about -- he talked about china being -- having an inflationary impact because of the decoupling i have had other executives talk to me about, well, you know, china could be slowing dramatically >> i know. >> because of the decoupling >> then i heard that china -- but they're buying a lot of hermes they're worse than we are. their palm b

. >> gpus, nvidia. >> it's just not a -- it's considered a semiconductor but not really a semi.at you have when you want -- it's gaming card souped up that's where they came from. >> right. >> i think when i looked at -- remember i said st micro, when i look at what's going on in autos, i wonder about autos. i think autos are the one i'm most concerned about remember, that's a big - >> a story on the tape we don't have enough repo men on seizures because we're getting to that part of the cycle. >> how is carvana doing. >> quick on lazard, cutting back 10% of the workforce the ceo says candidly things are not feeling as good as they were in december or january and time to act and i don't see any imminent improvement in the ipo m&a. >> where is the takeovers? i think the -- >> but the activision blizzard was chilling. >> cma there, we'll be talking about that for some time this is a company that relies on m&a advisory fees. some capital market activity as well. >> stories. >> you don't have it. >> i'm not -- they're not in danger whatsoever. >> you get these companies that don't h