CNBC’s Jim Cramer named Nvidia and Broadcom the two biggest winners from OpenAI’s ChatGPT-6 Astra launch. He made the call Tuesday on the network’s Morning Meeting show.
Traders split the two calls. Nvidia (NVDA) fell almost 2% to $225.80 during Tuesday’s session, while Broadcom (AVGO) gained nearly 3% to $368.17.
Cramer Calls Nvidia the Astra Winner, With Broadcom Close Behind
OpenAI began rolling Astra out last week and calls it the company’s most intelligent model so far. Much of the attention on what ChatGPT-6 Astra does has centered on cybersecurity, coding and computer-use tasks.
Astra trained on roughly 100,000 Nvidia Grace Blackwell systems, according to chief executive Jensen Huang. He also said another 400,000 chips are coming online for OpenAI.
Cramer read that second figure as a demand signal rather than a one-off order.
“The stock that I think you should be buying is Nvidia,” he said.
BeInCrypto also noted Huang’s AGI declaration doubled as a pitch for the hardware he sells. Cramer has now turned the same numbers into a buy case.
Broadcom Gains From the Inference Side
Broadcom built a custom chip with OpenAI called Jalapeño, unveiled in June 2026 and designed for inference. Inference means running a finished model for users, not training it.
Initial deployment is targeted for the end of 2026, with Celestica assembling the systems.
Cramer argued that a strong Astra reception protects OpenAI’s standing, and with it Broadcom’s custom silicon order book. He tied further upside to OpenAI and Anthropic listing publicly, with Broadcom as preferred partner.
“If they accomplish that, Broadcom is their preferred partner, and we’re going to see a stock that goes up much more,” Cramer said.
Analysts See 42% to 44% Upside for Both Chipmakers
Meanwhile, all 29 analysts covering Nvidia rate it a buy. Their average 12-month target of $325.23 implies 44% upside.
Broadcom, on the other hand, draws 26 buys and three holds. Its average target of $521.41 points to 42% upside.
The disagreement sits at the bottom of each range. Nvidia’s lowest target of $275 still sits above Tuesday’s price of $225.69, as of this writing. However, Broadcom’s $350 floor sits below it’s current price of $369.00.
BeInCrypto counted 25 buys and three holds ahead of Broadcom’s third-quarter earnings last week, so the tally has barely shifted since.
It is also worth noting that Cramer’s charitable trust holds Nvidia and Broadcom alongside Intel and Micron.
The coming weeks will show whether Astra demand reaches Broadcom’s order book or stays inside Nvidia’s training clusters.
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