Jim Cramer Says His Favorite Is NVIDIA “But AMD Is Fantastic” - Yahoo Finance

In a June 17, 2026 episode of 'Mad Money,' renowned financial host Jim Cramer offered his views on two leading semiconductor companies, NVIDIA and AMD. While Cramer expressed a personal preference for... Read original →

Cramer’s endorsement of AMD signals a deeper fragmentation in the AI chip ecosystem. Technically, AMD’s server CPU share surging to 35% is forcing TSMC to reallocate 7nm/5nm capacity, squeezing rivals like Marvell and amplifying foundry concentration risk. On compliance, while AMD’s MI300 series isn’t yet under U.S. export scrutiny, its expansion into Middle Eastern and Southeast Asian data centers will trigger stricter end-user audits, raising operational overhead. NVIDIA won’t tolerate ROCm’s rise—expect aggressive bundling of CUDA licenses with DGX systems to lock enterprise AI training. Over the next 12–24 months, AMD’s real tailwind lies not in consumer markets but in localized AI infrastructure builds across Taiwan, China; South Korea; and Europe, where governments actively seek GPU supplier diversification, creating a strategic opening for x86+CDNA heterogeneous architectures.