{"id":382631,"date":"2026-06-02T12:03:44","date_gmt":"2026-06-02T10:03:44","guid":{"rendered":"https:\/\/prostartup.it\/jim-cramer-says-jensen-huang-s-computex-keynote-revealed-more-winners-in-the-ai-boom\/"},"modified":"2026-06-02T12:03:44","modified_gmt":"2026-06-02T10:03:44","slug":"jim-cramer-says-jensen-huang-s-computex-keynote-revealed-more-winners-in-the-ai-boom","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/jim-cramer-says-jensen-huang-s-computex-keynote-revealed-more-winners-in-the-ai-boom\/","title":{"rendered":"Jim Cramer says Jensen Huang\u2019s Computex keynote revealed more winners in the AI boom"},"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:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1&w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg?v=1780318027&w=1920&h=1080&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"NewsShowArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">CRWV<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"NewsShowArticle-WatchlistDropdown\" data-analytics-id=\"NewsShowArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108314908\"><\/div>\n<div class=\"group\">\n<p>Nvidia CEO Jensen Huang delivered a winning message with his much-hyped Computex keynote by arguing that computing power is a profit engine in the age of artificial intelligence, CNBC&#8217;s Jim Cramer said Monday. <\/p>\n<p>Huang&#8217;s line of thinking appeared to resonate with Wall Street, according to Cramer, as key stocks within the AI trade rallied Monday despite a spike in oil prices and a setback in U.S-Iran peace talks. That includes Nvidia itself, which jumped 6% on the day. The S&amp;P 500 managed to finisher higher on the day too, finishing at another record high. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>&#8220;It was incredibly heartening at a time when we&#8217;re getting very suspicious of the data center as a concept, let alone a profit center,&#8221; the &#8220;Mad Money&#8221; host said.<\/p>\n<p>&#8220;Until this keynote, I was getting the feeling that the bubble contingent lately had the upper hand,&#8221; Cramer acknowledged, referencing market observers who question whether the hundreds of billions of dollars being poured into AI infrastructure will generate adequate returns. <\/p>\n<p>In addition to announcing Nvidia&#8217;s full-scale entrance into the personal computer market, Huang repeatedly argued during the keynote that &#8220;compute is revenue,&#8221; in an attempt to make the case that the spending is worth it. <\/p>\n<p>&#8220;The endless talk that compute is money, that compute will give you a big return &#8230; is truly the tide-turner,&#8221; Cramer said, noting that Huang specifically mentioned data center operators and Nvidia chip buyers <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-1\">Oracle<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-2\">Nebius<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-3\">CoreWeave<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> during his speech. <\/p>\n<p>Shares of these three companies jumped 9.9%, 14.5%, and 14%, respectively, during Monday&#8217;s session. Oracle, in particular, has faced questions in the past year about whether its massive spending on AI infrastructure was a wise bet. CoreWeave has also had to defend its spending and debt load. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Additionally, Cramer said the presentation further reinforced his view that investors should own Nvidia alongside hyperscalers <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-5\">Amazon<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-6\">Alphabet<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, despite both companies developing custom chips that compete with Nvidia&#8217;s products. <\/p>\n<p>&#8220;That&#8217;s a debate I have thrust myself into saying that you need to be in all three companies because the opportunity is so great,&#8221; he said. <\/p>\n<p>Ultimately, Cramer said Huang successfully countered the growing narrative that AI infrastructure spending is becoming excessive. <\/p>\n<p>&#8220;This time, Nvidia truly delivered, just when you least expected it,&#8221; Cramer said.  <\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108314907\"><\/div>\n<div class=\"group\">\n<div class=\"RelatedContent-relatedContent\" id=\"NewsShowArticle-RelatedContent-1\">\n<div class=\"RelatedContent-container\">\n<div class=\"RelatedContent-nonCollapsibleContent\">\n<h2 class=\"RelatedContent-header\">Jim Cramer&#8217;s Guide to Investing<\/h2>\n<div class=\"group\">\n<p>Click here to read <strong>Jim Cramer&#8217;s Guide to Investing<\/strong><strong>\u00a0<\/strong>at no cost to help you build long-term wealth and invest smarter<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p><em>Sign up now<\/em><em>\u00a0for the CNBC Investing Club to follow Jim Cramer&#8217;s every move in the market.<\/em><\/p>\n<p>Disclaimer<\/p>\n<div class=\"ArticleBody-blockquote\">\n<p>Questions for Cramer?<br \/> Call Cramer: 1-800-743-CNBC<\/p>\n<p>Want to take a deep dive into Cramer&#8217;s world? Hit him up!<br \/> Mad Money Twitter &#8211; Jim Cramer Twitter &#8211; Facebook &#8211; Instagram<\/p>\n<p>Questions, comments, suggestions for the &#8220;Mad Money&#8221; website? madcap@cnbc.com<\/p>\n<\/div>\n<\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"NewsShowArticle-GooglePreferredSource-6\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In this article CRWV Follow your favorite stocksCREATE FREE ACCOUNT Nvidia CEO Jensen Huang delivered a winning message with his much-hyped Computex keynote by arguing<\/p>","protected":false},"author":1,"featured_media":382632,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108314498-1780317990187-gettyimages-2278514474-TAIWAN_COMPUTEX.jpeg","fifu_image_alt":"Jim Cramer says Jensen Huang\u2019s Computex keynote revealed more winners in the AI boom","footnotes":""},"categories":[11],"tags":[18,346,1220],"class_list":["post-382631","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-ai","tag-says","tag-winners"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382631","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=382631"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382631\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/382632"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=382631"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=382631"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=382631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}