No one is laughing about Jayshree's company, either, as her white box solutions are beating Cisco Systems when it comes to the internet plumbing that connect Nvidia chips to the Titans.
Last year at this time, Nvidia snuck into the U.S. trillion-dollar market cap club, with that May quarter.
What does Nvidia really have to do then for an encore?
Now we are getting into what Jensen does to beat expectations.
Tall order, but Nvidia is a company that's beaten tall orders routinely we just didn't really know it until last May.
Persons:
Jensen Huang, Jensen, Claude, let's, Blackwell, Andy Grove, Intel's, doesn't, — Jensen, Collette Kress, Mills, Eli Lilly, Jim Cramer's, Jim Cramer, Jim, Josh Edelson
Organizations:
Nvidia, Titans, Arista Networks, Microsoft, Meta, Cisco Systems, Google, Apple, Devices, Intel, Merck, Keytruda, Vision, AMD, Grove, Union Pacific, Club, GE, Jim Cramer's Charitable, CNBC, SAP Center, Afp, Getty
Locations:
San Jose , California