turned out to be leaving the domestic market, manufacturers of semiconductors and processors are intel amd nvidiapanies that were engaged in production. vova and switching equipment such as , for example, cisco. according to a study by the center of competence for import substitution, finally, for 21 years , the share of domestic customers in the commercial sector has equaled 30-35%. this share was even lower in russia over the past year , the number of cyber attacks has increased significantly and, accordingly, businesses had to spend more on protecting against such attacks. threats in the twenty-second year of spending. from the total it budget increased by an average of 19%. and according to forecasts in the twenty-fifth year , the figure will grow by another 14%. such calculations were recently published in the kaspersky lab, the company has been developing systems for protecting against computer viruses, spam, hacker attacks and other cyber threats for more than 20 years. ninety-eighth year. we registered only 15 new ones. threats per day in 2008. we registered 15.000 new threats per day, an

nvidia up nearly 90% amd up almost 40%. each intel climbing 20%. estimates that nvidia holds 75% of the chip market shares are trading near the 52-week highs. joining me now is a senior semi conductor analyst at bank of america securities >> thank you for having me >> was it just yesterday that microsoft, who is trying to make some of their own chips now to not have to give quite so much share to nvidia, at some point will people have to adapt because they have almost a monopoly in the market that they created. >> there are many early stages of the adoption of this ai this is probably the first year of what could be a five or ten-year investment cycle. the main requirement is very high levels of competition, advanced levels of networking. so it requires more than just making the first generation of a chip you really need the computing, so you need to be good in the front end of the design and good on the software and developer side and you need to do that with a lot of scale. so nvidia checks all of those boxes. but that doesn't mean they will have

about dell and hp and some of the others of the '90s, intel, think about intel, i mean, what nvidia has done over the last 20 years, amd has a bigger market cap than intel how much could you have bet on that 20 years ago? if you're not figuring that out now, as an investor that's really tough, but having a broad base of growth investments, not picking one stock but picking innovation is real, it's going to change our lives is what investors should be doing. i'm not going to pick the acorns that will be oaks, but that's what's going to happen >> mark, thanks for joining us >>> payments company with results and ainsights into small business and state of the consumer one of the top s&p gainers the ceo is with us we're watching mcdonald's, another all-time high today, although dipping lower eps comes in 12% above estimates. u.s. traffic grew despite the price hikes and the ceo telling us in the last hour that he thinks inflation is starting to come down. >> last year we faced double digit inflation globally, and even in q1 q1 we are still experiencing double digit inflation our outlook for the balance of the year, o pectt

intel in ohio. micron in ohio. how about a great company like nvidia or amd. >> i spend time with apple, nvidia and amd.we must be successful for national security. we cannot be this reliant on taiwan. >> apple, commitment being made in india. 1.4 billion people. now, a younger and a larger nation than china. you have been working with india and apple. what will happen when they finally open retail stores? >> i think it will be exciting. it is always exciting when a great american brand is loved all over the world. i hope they are successful. i think it will be exciting. >> you just say you are excited. why haven't they worn you down. >> we are doing it. that gets me going. we are going to get it done. i wake up every day charged by work. there is too much at stake. you can't give up. >> there are people who say you know what, we are not going to get the best chips. they are still going to be made in taiwan. we will get the ones that go in a truck, not the kind that goes to mars. >> not true. by the way, we need more of the kind that goes into a truck made in america, to be clear. medical devices and pa

if intel is, indeed, staunching the bleeding, rebuilding customer trust it also needs to sell ai chips, that's where its design chops will be tested against amd and nvidia and hyperscalers in the cloud that are designing their own ai chips gelsinger says he believes as more workloads move beyond ai generative phase into inferencing, intel will show strength with its ai chips. >> that's the inferencing portion of the market where everybody wants to be using ai even though some are not generating ai. that's the strong suit for intel. even now we see the sapphire rapids, our gen 4 ramp has strong ai characteristics for inferencing. we believe that's part of the q1 results were a bit driven by some of those early inferencing use cases. we expect the ai workload to shift from generation as we saw with some generative ai examples to people using that that's where the workloads are going to go. we see that as helping our business in a meaningful way you know, as people deploy them broadly. much of that work today happens on our products. and we're going to deploy that across edge, across client, enterprise data centers as well as cloud as we compete >> so, you

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 managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get your shortlist of quality candidates, whose resumes on indeed match your job criteria. visit indeed.com/hire and get started today. [phone: starting route.] tec

nvidia cpus. it's been a tough task for amd to crack because they're coming into the hardware side and still trying to crack the software side of ai for intelthey are ready they are a roadmap, but again, it'll start from the server side, execute, and show execution in the ai side, and show adoption, and i think that's still ahead of them >> stock trading above 30, but still a little bit below where it was in early april. vijay, i appreciate the time today. thanks a lot >> thanks a lot. >> we'll hear from intel's ceo coming up in just a few minutes. >>> steve covac, waiting for this to drop it's interesting the stock has made quite a run and it's basically not too far below its august high. what might we expect to hear from the company next week >> we saw the other big tech names, you know, show modest growth for that quarter this year it's a different story for apple. they're expected to shrink sales will be down, and a lot of that is due to just this collapse in pc demand that we saw. we got a hit of that from some reports from idc and also microsoft's own report, and that just spells danger right now for the mac business, for the ipad bus