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Fed Rate Decision Eve, Market Records Watch, Intel's AI Boost 9/17/24

Squawk on the Street

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Tech Investments and AI Evolution

This chapter explores significant investments in GPU and XPU clusters reflecting the rising demand for data centers, particularly from major tech firms. The discussion also covers the competitive landscape between Microsoft and Salesforce regarding AI tools, along with insights into Meta's leadership changes and the future of app engagement influenced by AI.

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