By Ramish Cheema
Publication Date: 2026-09-25 10:04:00
NVIDIA Corporation (NASDAQ:NVDA) continues to be one of Cramer’s top stocks due to the key role that the firm is playing in the AI rollout. The shares are up by more than 15% year-to-date, and recently, the stock struggled after Anthropic’s CEO Dario Amodei and others stressed the need to slow down the development. In his morning appearance on the 18th, Cramer discussed NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang’s take on the matter and another important aspect of the firm:
“Okay, look, I think it’s Jensen versus people, let’s just say the people who say, slow down. We know who they are.
“Well I’ll tell you what’s interesting, cause I like, you know I like NVIDIA. There’s a report out by Evercore today which is talking about the long life of an NVIDIA chip, that’s even longer than we think. . .I just really think that, people don’t understand, that these things are not only holding there value, but if you bought one a few years ago, I mean how many things other than wine, if you bought six, seven years ago, is worth more? . . .no, they’re [Ferrari] not holding it like this. No.”
The bit about the long life of NVIDIA Corporation’s chips is key to the firm’s narrative and the overall profitability of the AI buildout. Longer lifetimes for GPUs mean that firms that use them can depreciate the costs for a longer duration, and with depreciation dropping with time, increase their profitability. Additionally, the higher profitability means…