Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 3/17/26
Mar 17, 2026
Jensen Huang, NVIDIA co-founder and CEO who grew the company from GPUs into AI infrastructure. He discusses NVIDIA’s shift to AI systems and data center expansion. He explains software agents, the new Vera CPU, confidential computing across clouds, and partnerships speeding drug discovery. He also previews open-source OpenCLAW and why NVIDIA’s reach may keep expanding.
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Product Roadmap Is Larger Than Current Numbers
- Many of NVIDIA's announced technologies and partnerships are not yet reflected in public revenue figures.
- Jensen says new systems, agents, robotics and self-driving initiatives are going into production and will expand booked business beyond prior trillion-dollar references.
Vera CPU Targets The AI Era
- NVIDIA invented a new CPU (Vera CPU) optimized for AI-era data processing and agents.
- Jensen argues agents require faster access to corporate data, creating demand for CPUs designed specifically for AI workloads and real-time inference.
Highest Performance Can Mean Lowest Token Cost
- Cost-per-token can be lowest on high-end NVIDIA systems because efficiency and throughput beat raw system price.
- Jensen stresses evaluating output divided by input: expensive, high-performance systems may yield far lower token costs.