# \#cnbc **URL:** https://www.artofsm.art/tag/cnbc/189.md [Latest](https://www.artofsm.art/latest.md) · [Categories](https://www.artofsm.art/categories.md) · [Tags](https://www.artofsm.art/tags.md) --- ## [What Nvidia H20s mean for China’s AI ambitions](https://www.artofsm.art/t/what-nvidia-h20s-mean-for-china-s-ai-ambitions/11174)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 16:48 UTC](https://www.artofsm.art/t/what-nvidia-h20s-mean-for-china-s-ai-ambitions/11174 "2025-07-18T16:48:56Z")
Nvidia’s resumption of H20 AI chip sales to China, along with the development of China-compliant hardware by Nvidia and AMD, supports China’s AI ambitions while keeping it reliant on U.S. technology and sof… --- ## [Wedbush's Dan Ives says Wall Street is underestimating AI-driven growth](https://www.artofsm.art/t/wedbushs-dan-ives-says-wall-street-is-underestimating-ai-driven-growth/11091)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:56 UTC](https://www.artofsm.art/t/wedbushs-dan-ives-says-wall-street-is-underestimating-ai-driven-growth/11091 "2025-07-18T15:56:11Z")
Dan Ives of Wedbush predicts significant AI-driven growth in the tech sector, with Microsoft’s market cap potentially rising from $4 trillion to $5 trillion and tech stocks increasing 12-15% in the latter h… --- ## [Jim Cramer talks Nvidia hitting a new record high](https://www.artofsm.art/t/jim-cramer-talks-nvidia-hitting-a-new-record-high/11058)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:55 UTC](https://www.artofsm.art/t/jim-cramer-talks-nvidia-hitting-a-new-record-high/11058 "2025-07-18T15:55:30Z")
In this Mad Money segment, Jim Cramer highlights Nvidia’s impressive $4 trillion valuation and CEO Jensen Huang’s optimistic vision despite geopolitical challenges, while expressing frustration over disappo… --- ## [EQT CEO Toby Rice talks Pennsylvania AI infrastructure energy commitment](https://www.artofsm.art/t/eqt-ceo-toby-rice-talks-pennsylvania-ai-infrastructure-energy-commitment/11054)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:54 UTC](https://www.artofsm.art/t/eqt-ceo-toby-rice-talks-pennsylvania-ai-infrastructure-energy-commitment/11054 "2025-07-18T15:54:24Z")
EQT CEO Toby Rice highlighted a $92 billion commitment to energy and AI infrastructure in Pennsylvania, emphasizing the state’s potential as a key AI hub powered by EQT’s natural gas supply, which is crucia… --- ## [Nvidia says it will resume H20 AI chip sales to China 'soon,' following U.S. government assurances](https://www.artofsm.art/t/nvidia-says-it-will-resume-h20-ai-chip-sales-to-china-soon-following-u-s-government-assurances/10997)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:52 UTC](https://www.artofsm.art/t/nvidia-says-it-will-resume-h20-ai-chip-sales-to-china-soon-following-u-s-government-assurances/10997 "2025-07-18T15:52:37Z")
Nvidia plans to resume sales of its H20 AI chip to China after filing for U.S. government licenses and introducing a compliant chip model, following export restrictions that previously halted sales and caus… --- ## [Sen. David McCormick on energy and AI: In a race to lead and need to ensure supply](https://www.artofsm.art/t/sen-david-mccormick-on-energy-and-ai-in-a-race-to-lead-and-need-to-ensure-supply/10992)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:51 UTC](https://www.artofsm.art/t/sen-david-mccormick-on-energy-and-ai-in-a-race-to-lead-and-need-to-ensure-supply/10992 "2025-07-18T15:51:55Z")
Senator David McCormick highlighted Pennsylvania’s strategic role in leading the energy and AI revolutions, emphasizing a comprehensive energy approach, significant investments, and workforce development to… --- ## [Nvidia-China return adds more fuel to AI capex fire, says Morgan Stanley's Mike Wilson](https://www.artofsm.art/t/nvidia-china-return-adds-more-fuel-to-ai-capex-fire-says-morgan-stanleys-mike-wilson/10989)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:51 UTC](https://www.artofsm.art/t/nvidia-china-return-adds-more-fuel-to-ai-capex-fire-says-morgan-stanleys-mike-wilson/10989 "2025-07-18T15:51:38Z")
Mike Wilson of Morgan Stanley highlights that Nvidia’s return to the Chinese market and easing of sanctions will boost semiconductor profits and drive a recovery in tech capital expenditure, supported by po… --- ## [Top Amazon AWS executive on the outlook for generative AI](https://www.artofsm.art/t/top-amazon-aws-executive-on-the-outlook-for-generative-ai/10986)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:51 UTC](https://www.artofsm.art/t/top-amazon-aws-executive-on-the-outlook-for-generative-ai/10986 "2025-07-18T15:51:16Z")
The top Amazon AWS executive emphasized the growing demand for AI chips driven by generative AI and highlighted AWS’s innovations in enabling natural language software development, making AI more accessible… --- ## [Executive Edge: Meta is reportedly considering a significant change to its AI strategy](https://www.artofsm.art/t/executive-edge-meta-is-reportedly-considering-a-significant-change-to-its-ai-strategy/10985)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:51 UTC](https://www.artofsm.art/t/executive-edge-meta-is-reportedly-considering-a-significant-change-to-its-ai-strategy/10985 "2025-07-18T15:51:08Z")
Meta is reportedly reconsidering its AI strategy by potentially abandoning its largest open source AI model due to underwhelming performance, shifting focus towards developing a closed AI model instead. Des… --- ## [Nvidia says it's planning to resume sales of key 'H20' AI chip to China](https://www.artofsm.art/t/nvidia-says-its-planning-to-resume-sales-of-key-h20-ai-chip-to-china/10980)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:50 UTC](https://www.artofsm.art/t/nvidia-says-its-planning-to-resume-sales-of-key-h20-ai-chip-to-china/10980 "2025-07-18T15:50:16Z")
Nvidia plans to resume sales of its H-20 AI chip to China after applying for US export licenses, following efforts to comply with regulations and recent high-level discussions between US and Chinese officia… --- ## [San Francisco rolls out Microsoft's Copilot to city staff](https://www.artofsm.art/t/san-francisco-rolls-out-microsofts-copilot-to-city-staff/10956)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:47 UTC](https://www.artofsm.art/t/san-francisco-rolls-out-microsofts-copilot-to-city-staff/10956 "2025-07-18T15:47:29Z")
San Francisco has deployed Microsoft’s AI-powered Copilot tool citywide to 30,000 employees, aiming to boost productivity and improve services by automating administrative tasks and integrating data across … --- ## [Meta's new superintelligence lab is discussing major AI strategy changes: NYT](https://www.artofsm.art/t/metas-new-superintelligence-lab-is-discussing-major-ai-strategy-changes-nyt/10955)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:47 UTC](https://www.artofsm.art/t/metas-new-superintelligence-lab-is-discussing-major-ai-strategy-changes-nyt/10955 "2025-07-18T15:47:19Z")
The video highlights intense competition among major tech companies like Meta, Google, and OpenAI for top AI talent through strategic hires and acquisitions, exemplified by Google’s late intervention in acq… --- ## [Nvidia's CEO is walking a tight rope, says Bernstein's Stacy Rasgon](https://www.artofsm.art/t/nvidias-ceo-is-walking-a-tight-rope-says-bernsteins-stacy-rasgon/10951)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:46 UTC](https://www.artofsm.art/t/nvidias-ceo-is-walking-a-tight-rope-says-bernsteins-stacy-rasgon/10951 "2025-07-18T15:46:43Z")
Bernstein’s Stacy Rasgon explains that Nvidia’s CEO Jensen Huang is navigating complex geopolitical tensions and export restrictions that limit the company’s access to the Chinese market, while China increa… --- ## [Google snatches Windsurf CEO after OpenAI deal dissolves](https://www.artofsm.art/t/google-snatches-windsurf-ceo-after-openai-deal-dissolves/10950)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:46 UTC](https://www.artofsm.art/t/google-snatches-windsurf-ceo-after-openai-deal-dissolves/10950 "2025-07-18T15:46:37Z")
Google has strategically acquired the CEO and key engineers of AI coding startup Windsurf for $2.4 billion after OpenAI’s $3 billion acquisition deal with Windsurf fell through due to conflicts involving Mi… --- ## [Ives: The AI revolution is now spreading across all corners of the tech sector](https://www.artofsm.art/t/ives-the-ai-revolution-is-now-spreading-across-all-corners-of-the-tech-sector/10943)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:45 UTC](https://www.artofsm.art/t/ives-the-ai-revolution-is-now-spreading-across-all-corners-of-the-tech-sector/10943 "2025-07-18T15:45:47Z")
Dan Ives highlights the tech sector’s crucial role in driving earnings growth, fueled by the AI revolution across software, cybersecurity, and hyperscalers like Microsoft and Palantir, predicting a 10-15% r… --- ## [White House AI Czar David Sacks on future of relationship between President Trump, Elon Musk](https://www.artofsm.art/t/white-house-ai-czar-david-sacks-on-future-of-relationship-between-president-trump-elon-musk/11022)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:43 UTC](https://www.artofsm.art/t/white-house-ai-czar-david-sacks-on-future-of-relationship-between-president-trump-elon-musk/11022 "2025-07-18T15:43:03Z")
David Sacks, the White House AI czar, discusses the current tensions between President Trump and Elon Musk, noting Musk’s exploration of a third political party has caused friction but expressing hope for r… --- ## [Nvidia's Jensen Huang's Trump playbook](https://www.artofsm.art/t/nvidias-jensen-huangs-trump-playbook/11037)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:42 UTC](https://www.artofsm.art/t/nvidias-jensen-huangs-trump-playbook/11037 "2025-07-18T15:42:39Z")
Nvidia CEO Jensen Huang has skillfully balanced U.S.-China relations by aligning Nvidia’s AI technology with American national security goals, enabling the company to resume chip sales in China despite geop… --- ## [Commerce Secretary Howard Lutnick on allowing Nvidia chip sales to China](https://www.artofsm.art/t/commerce-secretary-howard-lutnick-on-allowing-nvidia-chip-sales-to-china/11046)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:41 UTC](https://www.artofsm.art/t/commerce-secretary-howard-lutnick-on-allowing-nvidia-chip-sales-to-china/11046 "2025-07-18T15:41:55Z")
Commerce Secretary Howard Lutnick explained that the Biden administration’s decision to allow Nvidia to sell older generation chips to China aims to maintain U.S. technological leadership by keeping China d… --- ## [Nvidia hits new record high after saying it expects to resume sales of H20 chips to China](https://www.artofsm.art/t/nvidia-hits-new-record-high-after-saying-it-expects-to-resume-sales-of-h20-chips-to-china/11045)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:41 UTC](https://www.artofsm.art/t/nvidia-hits-new-record-high-after-saying-it-expects-to-resume-sales-of-h20-chips-to-china/11045 "2025-07-18T15:41:19Z")
Nvidia’s stock reached a record high following its announcement to resume H20 chip sales to China, signaling easing US-China tensions and benefiting the broader semiconductor industry, including companies l… --- ## [U.S. firms remain 'meaningfully ahead' of Chinese competitors on AI chips, says 'Chip War' author](https://www.artofsm.art/t/u-s-firms-remain-meaningfully-ahead-of-chinese-competitors-on-ai-chips-says-chip-war-author/11070)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:40 UTC](https://www.artofsm.art/t/u-s-firms-remain-meaningfully-ahead-of-chinese-competitors-on-ai-chips-says-chip-war-author/11070 "2025-07-18T15:40:20Z")
Chris Miller, author of “Chip War,” explains that U.S. firms, particularly Nvidia in partnership with TSMC, maintain a significant technological lead over Chinese competitors in AI chips, highlighted by the… --- ## [Janvier: The tech trade by and large is being driven by AI, and it's here to stay](https://www.artofsm.art/t/janvier-the-tech-trade-by-and-large-is-being-driven-by-ai-and-its-here-to-stay/11069)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:39 UTC](https://www.artofsm.art/t/janvier-the-tech-trade-by-and-large-is-being-driven-by-ai-and-its-here-to-stay/11069 "2025-07-18T15:39:17Z")
The discussion highlights that AI is the primary driver of growth in the tech sector, with companies like Nvidia well-positioned for long-term success despite short-term challenges and geopolitical uncertai… --- ## ['The strong are getting stronger' in the AI race, says The Information CEO Jessica Lessin](https://www.artofsm.art/t/the-strong-are-getting-stronger-in-the-ai-race-says-the-information-ceo-jessica-lessin/11074)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:38 UTC](https://www.artofsm.art/t/the-strong-are-getting-stronger-in-the-ai-race-says-the-information-ceo-jessica-lessin/11074 "2025-07-18T15:38:20Z")
Jessica Lessin, CEO of The Information, highlighted that the AI industry is consolidating with major companies like Meta and Google “acqui-hiring” top talent through high compensation to strengthen their AI… --- ## [Coreweave CEO on stock climbing after company announces $6 billion AI data center](https://www.artofsm.art/t/coreweave-ceo-on-stock-climbing-after-company-announces-6-billion-ai-data-center/11073)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:37 UTC](https://www.artofsm.art/t/coreweave-ceo-on-stock-climbing-after-company-announces-6-billion-ai-data-center/11073 "2025-07-18T15:37:53Z")
The CEO of Coreweave explained that the company’s $6 billion investment in a new AI data center reflects strong customer demand and positions Coreweave for significant growth in the expanding AI market. Thi… --- ## [Nvidia allowed to sell to China: Here's the company's market opportunity](https://www.artofsm.art/t/nvidia-allowed-to-sell-to-china-heres-the-companys-market-opportunity/11084)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:37 UTC](https://www.artofsm.art/t/nvidia-allowed-to-sell-to-china-heres-the-companys-market-opportunity/11084 "2025-07-18T15:37:02Z")
Nvidia’s recent approval to sell its H-20 chip to China, combined with its strong Cuda software ecosystem and the rapidly growing AI inference market, positions the company for significant growth despite th… --- ## [Melius Research's Ben Reitzes: Nvidia's clearance to resume China sales is good news for AMD as well](https://www.artofsm.art/t/melius-researchs-ben-reitzes-nvidias-clearance-to-resume-china-sales-is-good-news-for-amd-as-well/11078)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 15:36 UTC](https://www.artofsm.art/t/melius-researchs-ben-reitzes-nvidias-clearance-to-resume-china-sales-is-good-news-for-amd-as-well/11078 "2025-07-18T15:36:53Z")
Ben Reitzes of Melius Research highlights Nvidia’s clearance to resume sales in China as a positive development benefiting both Nvidia and AMD, emphasizing Nvidia CEO Jensen Huang’s adept leadership in navi… --- ## [H20 news should add 10% to Nvidia’s street estimates, says Deepwater's Gene Munster](https://www.artofsm.art/t/h20-news-should-add-10-to-nvidia-s-street-estimates-says-deepwaters-gene-munster/11052)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 14:04 UTC](https://www.artofsm.art/t/h20-news-should-add-10-to-nvidia-s-street-estimates-says-deepwaters-gene-munster/11052 "2025-07-18T14:04:29Z")
Gene Munster of Deepwater Asset Management highlights Nvidia’s strong growth potential in the AI market, suggesting its business could be 35% larger than current estimates and emphasizing the strategic impo… --- ## [Lightning Round: Nvidia should have been up much more today, says Jim Cramer](https://www.artofsm.art/t/lightning-round-nvidia-should-have-been-up-much-more-today-says-jim-cramer/11059)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 14:04 UTC](https://www.artofsm.art/t/lightning-round-nvidia-should-have-been-up-much-more-today-says-jim-cramer/11059 "2025-07-18T14:04:16Z")
In the Lightning Round, Jim Cramer expresses strong confidence in Nvidia as the leading stock in the tech and semiconductor sectors, suggesting it should have seen a much larger price increase, while advisi… --- ## [AFT president on joining forces with Anthropic, Microsoft, and OpenAI to launch a new AI initiative](https://www.artofsm.art/t/aft-president-on-joining-forces-with-anthropic-microsoft-and-openai-to-launch-a-new-ai-initiative/10944)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 13:59 UTC](https://www.artofsm.art/t/aft-president-on-joining-forces-with-anthropic-microsoft-and-openai-to-launch-a-new-ai-initiative/10944 "2025-07-18T13:59:26Z")
The American Federation of Teachers is partnering with Microsoft, OpenAI, and Anthropic to launch a $23 million initiative providing free AI training to K-12 educators, aiming to help them use AI tools safe… --- ## [Nvidia is the name to own in this environment, says Nancy Tengler](https://www.artofsm.art/t/nvidia-is-the-name-to-own-in-this-environment-says-nancy-tengler/11030)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 13:54 UTC](https://www.artofsm.art/t/nvidia-is-the-name-to-own-in-this-environment-says-nancy-tengler/11030 "2025-07-18T13:54:28Z")
Nancy Tengler views Nvidia as a strong investment due to its robust projected earnings growth and reasonable valuation, recommending adding to positions on price dips rather than aggressive buying at curren… --- ## ['Fast Money' traders talk Nvidia hitting a fresh record high](https://www.artofsm.art/t/fast-money-traders-talk-nvidia-hitting-a-fresh-record-high/11051)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [18 July 2025 13:54 UTC](https://www.artofsm.art/t/fast-money-traders-talk-nvidia-hitting-a-fresh-record-high/11051 "2025-07-18T13:54:24Z")
Traders on ‘Fast Money’ highlight Nvidia’s recent record high driven by China’s reopening and its central role in the AI and semiconductor sectors, while cautioning about risks from rising competition and g… [Next page](https://www.artofsm.art/tag/cnbc/189.md?match_all_tags=true&page=1&tags%5B%5D=cnbc)