Group 1 - NVIDIA Corporation (NASDAQ:NVDA) is involved in a significant deal with OpenAI, raising concerns about OpenAI's ability to finance its operations without incurring substantial debt [1] - NVIDIA has committed to investing $100 billion in its expansion over time, although this investment will not be made upfront [1] - Critics have labeled the financial arrangement between NVIDIA and OpenAI as "circular vendor finance," indicating a supplier providing funds to a customer for purchasing products [1] Group 2 - NVIDIA develops GPUs, AI platforms, data center solutions, and networking technologies across various industries, including gaming, visualization, and automotive [2] - While NVIDIA is recognized for its investment potential, there are other AI stocks that may offer greater upside potential and lower downside risk [3]
Jim Cramer Believes “NVIDIA is Making a Very Smart Investment in OpenAI”