Jim Cramer from CNBC Investing Club identifies Nvidia and Broadcom as the main beneficiaries of OpenAI’s Astra model launch. Nvidia supplied 100,000 Blackwell GPUs for Astra’s training and plans to deploy 400,000 additional GPUs. Broadcom, OpenAI’s custom chip partner, saw its stock rise 2.5% while Nvidia dipped 2% intraday. OpenAI is targeting an IPO in 2027, with Anthropic projected to become Broadcom’s largest custom chip customer in fiscal year 2027.
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