Fed Decision Day, Regional Banks After the Sell-off, AMD and Yum Brands CEOs 5/3/23
Squawk on the Street
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PCs Bottom in the First Quarter and Demand Trends Improve
Inventories have improved as we've gone through the last quarter or two. What we see going forward is actually an improving demand environment, especially as we get into the second half of the year. We're very bullish on our data center business. Genoa is doing very well. Bergamo is our next capability. And then as we go forward, this conversation about AI, it's with every customer, every industry, every conversation,. Whether you're talking about data centers or you're talkingabout edge or you’re talking about client devices, everybody wants more computing with AI.
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