Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on Amazon & Alphabet 3/10/26
Mar 10, 2026
Discussion of NVIDIA’s new inference chip and how hyperscaler pricing could shake up the AI hardware race. A look at memory supply challenges and Taiwan Semi’s sales shift amid AI demand. Conversation about why cloud AI spending is boosting megacap cloud providers and a bullish stance on two major cloud stocks.
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NVIDIA Plans Cheaper Inference Chip
- NVIDIA will introduce a cheaper inference-only chip that undercuts Google and Amazon's in-house chips on price.
- Jim Cramer says NVIDIA's move challenges hyperscalers' belief that NVIDIA is always too expensive and reframes price expectations at the Super Bowl of AI.
NVIDIA Demos Dominate AI Events
- Exhibitors at the AI event will showcase NVIDIA's speed and capabilities, reinforcing NVIDIA's dominant demo impact.
- Cramer describes how NVIDIA demos can impress attendees within seconds, positioning NVIDIA as the showstopper.
Lunch With Jensen On Memory Shortages
- Jim Cramer recounts a lunch with Jensen Huang where Jensen warned memory would be the gating factor for AI supply.
- Jensen reportedly locked up large memory supplies from Hynix and Samsung, illustrating NVIDIA's strategy to secure critical components.