On September 8, CNBC’s Jim Cramer said on his show that the successful launch of OpenAI’s new model, Astra, will make Nvidia and Broadcom big winners. This judgment is based on the critical roles the two companies play in the new-model infrastructure: Nvidia provides GPU computing power, while Broadcom supplies custom chips and network solutions. After the news was released, the market reaction was positive, but the specific stock price movements still need confirmation.

From the perspective of a transmission logic, the launch of OpenAI’s new model implies a greater demand for computing power. As a multimodal model, Astra requires massive GPU support for both training and inference, which directly benefits Nvidia’s data center business. Broadcom, meanwhile, indirectly benefits by providing cloud providers with custom AI chips (such as Google’s TPU) and high-speed networking equipment, enabling them to benefit from the expansion of AI infrastructure. Cramer’s comments may further reinforce the market’s expectations for the future performance of these two companies.

However, investors should note that Cramer’s remarks are personal views and not a change in fundamentals. The market currently has high expectations for AI-related stocks, and any positive news may have already been priced in. In addition, the actual commercialization performance of the new model, competitors’ responses (such as AMD’s MI300), and the stability of the supply chain could all affect the subsequent performance of these two companies.

Next, it is recommended to monitor the official usage data for Astra released by OpenAI, as well as the latest earnings guidance from Nvidia and Broadcom. If Astra’s adoption rate falls short of expectations, or if alternative solutions from other chip vendors emerge, the current assessment may be overturned. Conversely, if compute demand continues to exceed expectations, these two companies may still have upside potential.

Risk warning: This article is for informational interpretation only and does not constitute investment advice.