I'm Jessica Edinger. CNBC chip makers sold off and dragged the major averages down with them on Thursday. Investors also watching the war with Iran.US crude dipping back below $80 a barrel, but holding near its highest in a month. Diesel fuel in the US has topped $5 a gallon again. The Dow fell 105 points.It was dragged lower by shares of Goldman Sachs down almost 5% Thursday. The S&P 500 index down 38. The Nasdaq down 387 points, just about 1 and a half%.Chip makers in the red Thursday. Micron and Intel an ...

One of the unique attributes of AI adoption compared to previous large technology transitions is the speed at which it's being adopted. Leading AI model providers have quickly scaled to support more than a billion active users, and this adoption continues to accelerate globally. Rackscale solutions are the new infrastructure building block to allow this scaling to efficiently support frontier models at gigawatt data center scale by tightly coupling the entire rack of GPU compute into a high bandwidth scale- ...