Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand

Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand

By Syeda Seirut Javed
Publication Date: 2026-08-14 23:58:00

NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said:

Then today, aided by a benign consumer price index number, the data center stocks couldn’t be contained. Lumentum, which makes fiber optics, told a terrific tale… And finally, CoreWeave reported a monster quarter, demonstrating that their strategy of building data centers embedding NVIDIA chips… a longer shelf life than 3 to 5 years, was more than paying off. CoreWeave CEO Michael Intrator told us an insanely good story when he appeared on Squawk on the Street.

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He gave us genuine proof that older NVIDIA GPUs are as valuable or even more valuable than when they were built, even ones that came out of the foundry 9 years ago. Yes, of course, they are. We got a chip shortage. NVIDIA’s chips are the most sought-after of all semiconductors, and they hold their value. Anyone who was worried about compute-backed bonds being dragged down by depreciation now looks like a dope.

These chips aren’t like cars that lose half their value the moment they drive off the lot. They’re more like fine jewelry. Plus, people keep forgetting that NVIDIA also has a software component with its CUDA product and the mass developer ecosystem that can be upgraded through all cycles, allowing 9-year-old…