GPT-6 Astra Sparks AI Chip Battle | Durham News

OpenAI’s new GPT-6 Astra model is sparking a fresh AI chip frenzy, with Jim Cramer spotlighting Nvidia and Broadcom as the two big winners—but in very different ways. Nvidia powers the heavy lifting during model training, supplying tens of thousands of Grace Blackwell systems and riding the wave of sustained demand. Meanwhile, Broadcom’s custom Jalapeno chip dominates the inference game, offering superior efficiency and speed for running AI models live—critical as OpenAI eyes an IPO. Broadcom’s AI revenue has tripled YoY, and despite slightly lower guidance, CEO confidence is sky-high as demand outpaces supply. Oddly, Nvidia’s stock dipped while Broadcom rose on Cramer’s call—proof this market’s complex. And yes, Cramer’s betting on all of them, seeing AI as a multi-company megatrend.

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