Cramer names Nvidia, Broadcom as GPT-6 Astra beneficiaries after 100,000-GPU training

  • Jim Cramer identified Nvidia and Broadcom as likely beneficiaries of OpenAI's GPT-6 Astra release.
  • Astra required 100,000 Nvidia Blackwell GPUs, while 400,000 more are being brought online for OpenAI.
  • Broadcom CEO Hock Tan expects Anthropic to lead its custom-chip customers through fiscal 2028.

CNBC's Jim Cramer identified Nvidia and Broadcom as the stocks most likely to benefit from OpenAI's GPT-6 Astra model, which began rolling out in stages last week. Training Astra required 100,000 Nvidia Blackwell GPUs, while another 400,000 GPUs are being brought online for OpenAI, according to Jensen Huang's post on X. Nvidia opened higher Tuesday before falling 2%, while Broadcom rose 2.5%. Broadcom's opportunity comes through Jalapeno, a custom chip developed with OpenAI for inference (running trained AI models). Cramer said Astra's reception could reinforce confidence in Broadcom's custom-silicon business and OpenAI's position against Anthropic and open-source alternatives. Broadcom CEO Hock Tan said Anthropic will become Broadcom's largest custom-chip customer in fiscal 2027 and remain there through fiscal 2028, with OpenAI expected to rank second that year. Cramer's charitable trust holds both stocks, as well as Intel and Micron. He said AI-chip demand is broad enough for multiple companies to prosper simultaneously.

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Cramer names Nvidia, Broadcom as GPT-6 Astra beneficiaries after 100,000-GPU training - CoinPost Terminal