CNBC reported on Aug. 27 that market commentator Jim Cramer sees a clear reason behind the continued acceleration in demand for Nvidia AI chips: customers downstream are already making money from AI infrastructure. In his view, the investment case is no longer built on distant expectations. It is showing up in actual returns now.
Cramer’s argument lines up with remarks previously made by Nvidia CEO Jensen Huang on an earnings call, where he said some data center projects worth $50 billion have seen capital payback periods shrink to less than one year. Cramer said this suggests the long-running debate over when AI infrastructure will become profitable is beginning to get a concrete answer.
The report also highlighted Amazon Web Services’ plan to buy an additional 2 million Nvidia GPUs in 2027 and 2028, deploy Vera CPUs, and use related technology in robotics. Even as Amazon pushes ahead with its own AI chip development, it is still expanding purchases of Nvidia products. Nvidia CFO Colette Kress added that the company’s growth this quarter is expected to be driven mainly by non-hyperscale cloud customers, including newer cloud firms such as CoreWeave and Nebius, along with enterprise clients.
According to CNBC, Jim Cramer said on Aug. 27 that the main reason demand for Nvidia AI chips keeps accelerating is that downstream customers are already able to generate profits quickly from AI infrastructure.
He said the return on investment is no longer a distant expectation, but something happening in real time.
Nvidia CEO Jensen Huang had previously said on an earnings call that some $50 billion data center projects have seen their capital payback period shorten to less than one year.
Cramer said that points to a gradual answer to the market’s debate over when AI infrastructure can become profitable.
Amazon Web Services, or AWS, also said it will purchase an additional 2 million Nvidia GPUs in 2027 and 2028, deploy Vera CPUs, and apply related technology to robotics.
Even as Amazon is actively developing its own AI chips, it continues to expand purchases of Nvidia products.
Nvidia Chief Financial Officer Colette Kress said the company’s growth this quarter will be driven mainly by customers outside the hyperscale cloud segment, including “new cloud” companies such as CoreWeave and Nebius, as well as enterprise customers.
Cramer added that about 50% of Nvidia’s customers are currently not hyperscale cloud service providers, indicating that demand for AI compute is spreading into a broader enterprise market.
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