Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 8/11/25
13 snips
Aug 11, 2025 Jennifer Scanlon, President and CEO of UL Solutions, shares insights on the booming demand for data centers and the revolutionary potential of quantum computing. Brian Krasanich, President and CEO of Cerence AI, discusses how AI-powered user interfaces are transforming the automotive industry and expanding to devices like LG TVs. They also dive into government interventions affecting the market and highlight the implications for investors navigating these emerging technologies.
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Government Takes 15% Cut On China Chip Sales
- The U.S. will take 15% of AI chip sales Nvidia and AMD make to China.
- Jim Cramer says it acts like a tariff that benefits taxpayers and lets chipmakers regain China sales.
UL Held Guidance Despite Strong Quarter
- Jennifer Scanlon says UL posted strong results but held conservative guidance due to customer uncertainty.
- She cites data center and power megatrends that sustain long-term demand for UL's services.
UL Preparing For Quantum's Emerging Needs
- Scanlon says UL already works with companies on quantum and expects rapid near-term evolution.
- She warns quantum requires cold, motion-free data centers and new security and safety standards.
