Nvidia and Broadcom Win from OpenAI's Astra Launch: Cramer

Nvidia and Broadcom are two stocks that can benefit from OpenAI's Astra launch, according to Jim Cramer.

Cramer said Nvidia supplied much of the compute behind Astra's development, while Broadcom is helping OpenAI build custom silicon for running models at enormous scale.

This creates a split AI trade: Nvidia for frontier-model training and Broadcom for increasingly customized inference infrastructure.

Nvidia CEO Jensen Huang said Astra trained on roughly 100,000 Grace Blackwell systems, with another 400,000 chips coming online for OpenAI, supporting Cramer's Nvidia thesis that frontier AI models are still consuming huge volumes of GPU capacity.