Nvidia's getting into AMD's business with $5B stake in Intel, says Constellation's Ray Wang

Intel uh coming off its uh best day in a long long time. The stock surged 22% following Nvidia's announcement that it will invest $5 billion in Intel. Joining us now is Ray Wong, Constellation Research founder and chairman.What I'm looking over in Becky's chair. It's a lot of room there. Normally you're in here with us.Uh Ray, I put on some extra makeup because you usually take a a picture and tweet it out. What What happened. Why aren't you here.Hey, I'd love to be in New York. Happy Friday. I I ended up i ...