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Melius Research's Ben Reitzes: Nvidia's clearance to resume China sales is good news for AMD as well
CNBC Televisionยท2025-07-16 15:06

that. >> Our next guest says this is not just good news for Nvidia but for AMD as well. Ben Rice of Melius Research, head of technology research, joins us here at post nine.What a remarkable week, and it's amazing to watch him sort of thread this needle between American interests and definitely selling to the Chinese market and the Chinese. >> Yeah it's amazing. You know, you're seeing what you get with one of the world's best CEOs of all time, maybe the best.And the intangibles you get how he threaded this ...