Jim Cramer Says Those Building Own Chips May Have To Worry About Allocations After Meta Deal, Calls Smugness Toward Nvidia 'Tiresome'

On Tuesday, CNBC's Jim Cramer warned that competitors trying to reduce reliance on Nvidia Corp (NASDAQ:NVDA) could face tighter chip access after Meta Platforms, Inc. (NASDAQ:META) expanded its long-term AI infrastructure partnership with the chipmaker.

Cramer Flags GPU Supply Concerns After Meta–Nvidia Deal

Cramer reacted on X following the announcement from Meta and Nvidia, calling it a "surprise announcement" and a "huge commitment."

He suggested companies aiming to build their own chips "may have to worry about allocations," adding that "the smugness toward NVDA by any and all is tiresome."

Meta Expands AI Infrastructure With Nvidia's Full Stack

Under the agreement, Meta and Nvidia will collaborate closely across chips, networking and software to optimize AI training and inference workloads.

Nvidia founder and CEO Jensen Huang said the companies are engaging in "deep co-design across CPUs, GPUs, networking and software" to bring the full ...

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