00:00It's Benzinga, bringing Wall Street to Main Street.
00:03CNBC's Mad Money
00:04Host Jim Cramer warned investors that proprietary AI chips from Amazon and Alphabet
00:09carry hidden long-term risks compared to NVIDIA's hardware.
00:12In a Thursday post on X, Cramer said,
00:15Amazon's chips, as well as Google's TPS, are hard to get credit against
00:21and lose value faster than NVIDIA's chips over a hardware lifecycle.
00:25He stressed the financial impact compounds over years, not days,
00:28and could weigh on enterprise balance sheets.
00:31Cramer clarified he remains bullish on both companies as investments.
00:35NVIDIA has risen 19.82% year-to-date, outpacing the NASDAQ 100's 16.23% gain.
00:42Shares were up by 1.08% at $222.99 in Thursday's pre-market trading,
00:50according to data from Benzinga Pro.
00:52For all things money, visit Benzinga.com.
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