Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/2/25
Dec 3, 2025
Matt Garman, the Chief Executive of Amazon Web Services, dives deep into the future of cloud infrastructure and AI. He discusses AWS's impressive $132 billion run rate and 20% growth, highlighting the vital role AWS plays in the AI landscape. Garman explains innovative tools like AWS Transform and Kiro for modernizing legacy systems, as well as the competitive edge provided by their custom Tranium chips. He envisions massive growth potential for AWS as workloads shift to the cloud, making it crucial for businesses navigating the AI arms race.
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Episode notes
OpenAI In Code Red
- Jim Cramer frames OpenAI's situation as a “code red” due to competition and resource strain.
- He warns that Gemini 3 and rivals could force OpenAI to prioritize core functions over new initiatives.
Capital Power Decides AI Wars
- Jim Cramer compares the AI race to war where access to capital decides winners.
- He argues competitors with deeper bond markets hold a major advantage over OpenAI.
Scale Out On Crypto-Linked Stocks
- Jim Cramer recommends scaling out of Coinbase as Bitcoin rises and sell into strength.
- He suggests reallocating into stronger financial stocks like Goldman Sachs.
