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Lead DevelopmentFACT · 4/5•27 Aug '26•Via CNBC Technology

Cramer: Nvidia Chip Demand Accelerates on Instant ROI

CNBC’s Jim Cramer said Nvidia’s AI chip demand is accelerating because customers are seeing immediate profitability from deploying the company’s hardware. The comments followed Nvidia’s better-than-expected fiscal Q2 2027 results, a fourth consecutive quarter of accelerating year-over-year revenue growth, and a strong sales outlook. CEO Jensen Huang said ROI timelines have shortened to under a year for large data-center deployments. Nvidia also expanded its partnership with Amazon Web Services, with AWS committing to buy 2 million additional Nvidia GPUs in 2027 and 2028 and to install Vera CPUs; Amazon will also use Nvidia technology for robotics. Nvidia’s finance chief said growth will be driven largely by non-hyperscaler customers, including neoclouds such as CoreWeave and Nebius, as well as enterprises.

•Jim Cramer said customers are making money almost immediately from Nvidia’s AI chips, driving accelerating demand.
•Nvidia reported better-than-expected fiscal Q2 2027 results and its fourth straight quarter of accelerating year-over-year revenue growth.
•CEO Jensen Huang said return on invested capital for some AI data centers is now under a year, citing $50 billion data centers.

Entities:NVIDIA Amazon Amazon Web Services (AWS)CoreWeave Nebius VERSANT

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