Jim Cramer Wonders Whether AMD's (AMD) AI GPUs Are Equal Or Better Than NVIDIA's

We recently published 16 Stocks Jim Cramer Mentioned In An Episode Where He Said OpenAI Could Beat All Big Tech Giants. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed.

Monday was a great day for Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares after the firm announced a deal with OpenAI to supply it with chips and a 10% stake. Cramer discussed the deal in detail and interviewed CEO Lisa Su later during the show:

“Look I think this is verification of the total addressable market. I think it’s also verification that when Jensen Huang also went on Brad Gerstner’s excellent podcast, he talked about how there is no quid pro quo. They can take that money to whoever they want. Well they did! They went with the competitor. It also says that, and we’ll get to talk to Lisa Su, that her MI450 maybe equal or superior I think she’ll say to the current version. Of NVIDIA. We gotta find out. And then I also want to say to people, if you watched that interview with Sam Altman and John Ford and this gentleman we’re going to be interviewing, you really did come back with this is the closest relationship imaginable. And now we know that that’s not, why do they have to do it? I think it’s because there is such a big market, they feel like they have to. They don’t want to lose out to others. And Carl I think the skeptics are going to be there and they’re gonna say look, they don’t have the money. I will come back and say the skeptics were saying you know what last week, they made, NVIDIA made a sweetheart deal, a circular deal, lazy Susan deal, like give them money and then they get that back. I urge the skeptics to rethink how skeptical they should be. I think this is all real.

“No there shouldn’t be because a lot of people, except for Lisa Su, were saying look they’re not competitive, they’re not competitive. And when you got with Lisa, off the desk, she would tell you, look our next generation is equal, if not better. I wanna hear from Jensen, obviously I’m not going to make a judgement myself what do I know about the MI450 and how strong it is but obviously it means something.

“Lisa Su is amazing, okay. She’s amazing.”

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Disclosure: None. This article is originally published at Insider Monkey.