NVIDIA Corporation (NVDA) Is “A Gating Point” For Hyperscalers, Says Jim Cramer

We recently published Jim Cramer Reveals His Trading Strategy For H2 2025 & Discusses These 16 Stockse. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed.

AI chip designer NVIDIA Corporation (NASDAQ:NVDA)’s importance in the AI chip industry also makes it one of Cramer’s most frequently discussed stocks. Cramer continues to have faith in the company and believes CEO Jensen Huang’s belief that his company will play a key role in the rollout of humanoid robots. NVIDIA Corporation (NASDAQ:NVDA)’s shares did well in June as they closed the month 16.9% higher and enabled the firm to retake the crown of being the world’s most valuable company. NVIDIA Corporation (NASDAQ:NVDA)’s shares benefited after investors failed to determine any negative catalysts on the horizon and analysts remained bullish about the AI market’s future. Cramer discussed the firm in the context of its position in the hyperscaler market:

“But I would tell you David, that HPE is one of the biggest customers of NVIDIA. . . Remember, NVIDIA is regarded as somewhat of a gating point for all of the hyperscalers cause they’re so expensive.”

NVIDIA Corporation (NVDA) Is "A Gating Point" For Hyperscalers, Says Jim Cramer — NVIDIA Corporation (NVDA) Is “A Gating Point” For Hyperscalers, Says Jim Cramer

A close-up of a colorful high-end graphics card being plugged in to a gaming computer.

Earlier, Cramer discussed NVIDIA Corporation (NASDAQ:NVDA) and the negotiations between the US and China:

“So, how could the president turn around these negotiations with the Chinese? Okay, so I’ve been thinking about this. I always like to be constructive. I’m a constructive fella… We only have one ace in our hand, and apparently, we don’t want to play it, the chips from NVIDIA. Under the previous administration, NVIDIA was allowed to sell China high-quality chips, but not their best stuff, which were reserved for America and a bizarre list of 18 friendly countries. Now, the Trump administration won’t even let NVIDIA sell their second or third best stuff. As CEO Jensen Huang said on our show, it’s logical to presume that China won’t use these chips for the military precisely because they’re American chips…

Source link

Visited 1 times, 1 visit(s) today

UAE-based Indians could lose big on transfers: Here’s why | World News

Dirham-to-rupee rates hit monthly low for UAE NRIs, prompting analysts to suggest holding off on fund transfers for better returns/Image: ANI Indian expats in the UAE planning to send money home may want to wait a few more days. The Indian rupee has climbed to its strongest level in a month, making dirham-to-rupee rates less

4 July 2025

China’s foreign minister tells EU that Beijing cannot afford Russia to lose in Ukraine, media reports

China’s Foreign Minister Wang Yi reportedly told the EU’s top diplomat Kaja Kallas on July 3 that the country cannot afford for Russia to lose the war in Ukraine amid fears the U.S. would shift focus towards Beijing, the South China Morning Post (SCMP) reported, citing sources familiar with the conversation. As the war in

4 July 2025

Minnesota lawmaker shootings suspect tells judge he’s ‘looking forward’ to the facts coming out at trial

The latest headlines from our reporters across the US sent straight to your inbox each weekday Your briefing on the latest headlines from across the US Your briefing on the latest headlines from across the US Vance Boelter, the suspected shooter of two Minnesota lawmakers and their spouses, told the judge during a court hearing

4 July 2025

‘WE WILL always... like the Jewish people and Israel.’ Serbian President Aleksandar Vucic has developed strong relations between Serbia and Israel under his presidency. Here, he attends a rally in the southern city of Nis last month. (credit: Sasa Djordjevic/AFP via Getty Images)

The three European countries that came to Israel’s aid after Oct. 7

Editor’s Notes: With the exception of the United States, every Western ally refused to sell Israel ammunition. Only three unexpected partners filled the gap: Hungary, Serbia, and the Czech Republic. A senior Israeli defense official confided to me this week that, while Jerusalem enjoyed a brief wave of diplomatic sympathy when Hamas launched its attacks

4 July 2025

Ramit Sethi says you need these 9 ‘money milestones’ before 40 if you want to be rich — how many have you hit?

Ramit Sethi / Youtube Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Money mastery isn’t always taught in school. In fact, only 11 U.S. states guaranteed students access to a personal finance course in high school before 2021, according to Next Gen Personal Finance — meaning, if

4 July 2025

House Speaker Mike Johnson, center, alongside Republican lawmakers, shows the final tally of the vote on US President Donald Trump's tax bill, One, Big, Beautiful Bill Act during a press conference US Capitol in Washington, DC, on July 3.

Inside Trump’s last 24 hours as he willed his agenda bill over the finish line

CNN — After nearly 20 hours straight of working the phones – using both threats and assurances to cajole Republicans into supporting his sweeping domestic agenda bill – President Donald Trump seemed to grow exasperated while watching coverage of the plodding floor process on television. “What are the Republicans waiting for??? What are you trying

3 July 2025

Republican Votes for Budget After Dumping Medicaid-Related Stock

President Donald Trump’s efforts to coax wary House Republicans off the fence to support his “big, beautiful bill” have seemingly succeeded, as GOP leaders say the president’s centerpiece legislation will likely pass by Friday. Trump pulled out all the stops to achieve this outcome, including turning to what he does best, or at least most

3 July 2025

NVIDIA Corporation (NVDA) Is “A Gating Point” For Hyperscalers, Says Jim Cramer

Related Article