{"id":382329,"date":"2026-05-21T00:02:38","date_gmt":"2026-05-20T22:02:38","guid":{"rendered":"https:\/\/prostartup.it\/div-jim-cramer-heres-the-most-important-thing-nvidias-ceo-must-address-tonight-div\/"},"modified":"2026-05-21T00:02:38","modified_gmt":"2026-05-20T22:02:38","slug":"div-jim-cramer-heres-the-most-important-thing-nvidias-ceo-must-address-tonight-div","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/div-jim-cramer-heres-the-most-important-thing-nvidias-ceo-must-address-tonight-div\/","title":{"rendered":"Jim Cramer: Here&#8217;s the most important thing Nvidia&#8217;s CEO must address tonight"},"content":{"rendered":"<div>\n<div><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1&w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/i2.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg?v=1759867911&w=1920&h=1080&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><span hidden aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden aria-hidden=\"true\" class=\"xyz-data\">CNBC&#8217;s Jim Cramer warned Nvidia CEO Jensen Huang that he must address the elephant in the room on Wednesday night&#8217;s post-earnings conference call. Actually, two elephants: Amazon and Alphabet . And, make no mistake about it, these two hyperscalers are encroaching on Nvidia&#8217;s turf with their in-house custom artificial intelligence chips. Huang must play offense, not defense, Cramer said on &#8220;Squawk on the Street,&#8221; just hours before Nvidia reports its fiscal 2027 first quarter. As Cramer&#8217;s Investing Club has reported in its preview stories, a beat and raise is the bare minimum. Nobody is questioning the demand for Nvidia chips. But Huang cannot stay quiet on the competition. &#8220;If he just goes in and doesn&#8217;t address the fact these people are gunning for him, then I think it&#8217;s a show of weakness,&#8221; Cramer said. &#8220;He could say people are misunderstanding the importance of these two hyperscalers. And that he can live without them,&#8221; Cramer said, alluding to the fact Amazon and Alphabet are also big buyers of Nvidia chips. &#8220;It doesn&#8217;t even have to be confrontational. He can say, &#8216;Listen, I love them, they&#8217;re great, but we have so many people that want our chips.&#8221; Cramer said Huang must respond to Amazon and Alphabet&#8217;s April conference calls, which focused on the profitability benefits of their in-house chips. &#8220;At what point are they competitors, and not frenemies?&#8221; Cramer asked. Amazon&#8217;s chip business, which includes Graviton, Tranium, and Nitro, saw 40% sequential growth in the latest quarter. CEO Andy Jassy said on the call, &#8220;If our chips business was a standalone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be $50 billion.&#8221; He added, &#8220;While the largest number of AI chips we&#8217;re bringing in are Trainium, we continue to have a deep partnership with Nvidia.&#8221; Alphabet CEO Sundar Pichai said on the Google call, &#8220;Our custom TPUs, Axion CPUs, and the latest NVIDIA GPUs continue to form the industry&#8217;s widest variety of compute options. NVIDIA GPUs are a core part of our AI accelerator portfolio and will be among the first to offer NVIDIA Vera Rubin NVL72 in addition to the Blackwell- and Hopper-based instances already available.&#8221; Google&#8217;s TPUs, short for tensor processing units, are co-designed by Broadcom , which Cramer has said is also a big winner of the customer chip boom. Both of these tech juggernauts have spending a ton on capital expenditures to build AI infrastructure. Amazon left its full-year spending outlook at $200 billion and Alphabet nudged up its capex 2026 guidance to $180 billion and $190 billion. Their CEOs are still giving a nod to Nvidia, but also putting Huang and the Nvidia team on notice. Disclosure: Cramer&#8217;s Charitable Trust, the portfolio used by the CNBC Investing Club, has positions in all the stocks mentioned in this article.<\/span><\/span><\/span><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>CNBC&#8217;s Jim Cramer warned Nvidia CEO Jensen Huang that he must address the elephant in the room on Wednesday night&#8217;s post-earnings conference call. Actually, two<\/p>","protected":false},"author":1,"featured_media":382330,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108208972-1759860674846-dsc_6108.jpg","fifu_image_alt":"<div>Jim Cramer: Here's the most important thing Nvidia's CEO must address tonight<\/div>","footnotes":""},"categories":[11],"tags":[72,433,1816],"class_list":["post-382329","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-address","tag-ceo","tag-important"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=382329"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382329\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/382330"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=382329"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=382329"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=382329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}