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according to CNBC, renowned financial anchor Jim Cramer stated that the core reason for the continued acceleration in NVIDIA's AI chip demand is that downstream customers are now able to quickly achieve profitability through AI infrastructure.

The investment return is no longer a distant expectation but a happening reality.

NVIDIA CEO Jensen Huang previously mentioned in an earnings call that for some of the $50 billion data center projects, the capital payback period has been reduced to less than a year.

Cramer believes this means that the market's debate on when AI infrastructure will become profitable is gradually being answered.

In addition, Amazon Web Services (AWS) announced that it will purchase an additional 2 million NVIDIA GPUs between 2027 and 2028 and will deploy Vera CPUs, using the related technology in the field of robotics.

It is worth noting that despite Amazon actively developing its own AI chips, it continues to expand its procurement of NVIDIA products.

NVIDIA CFO Colette Kress stated that the company's growth this quarter will be mainly driven by non-hyperscale cloud vendor customers, including "new cloud" companies like CoreWeave and Nebius, as well as enterprise customers.

Cramer pointed out that currently, about 50% of NVIDIA customers are not hyperscale cloud providers, indicating that the demand for AI computing power is further spreading to a broader enterprise market.