Squawk on the Street Cramer’s Morning Take: Nvidia 1/6/26
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Jan 6, 2026 Jim Cramer emphasizes Nvidia's dominance in the chip market, citing crucial insights from CEO Jensen Huang's CES keynote. The discussion highlights Nvidia's integrated systems and their cost-effectiveness over competitors. Cramer contrasts the impressive advancements of the Rubin chip compared to last year’s Blackwell, noting significant boosts in performance and efficiency. With these developments, Cramer firmly believes Nvidia remains the reigning leader in the tech landscape.
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Nvidia's Generational Performance Leap
- Jensen Huang showcased a dramatically more powerful Nvidia architecture at CES that reshapes total cost of ownership.
- Jim Cramer emphasizes this makes Nvidia the dominant, cost-efficient choice for AI infrastructure.
Big Performance, Smaller Footprint
- The new chips reportedly deliver large gains: huge inference cost reductions, multiple times training performance and memory bandwidth.
- Cramer highlights these advances reduce the need to combine multiple older chips into clusters.
Evaluate Total Cost Of Ownership
- Consider total cost of ownership when evaluating AI hardware purchases instead of headline specs alone.
- Jim Cramer urges investors to weight all-in costs and performance when choosing infrastructure vendors.