Summary

On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance a…

Key takeaways

• Nvidia guided 70% revenue growth for fiscal 2028, constrained by supply (primarily memory), with revenue opportunity per gigawatt rising from $18B (Hopper) to $40B (Vera Rubin), signaling sustained AI infrastructure demand.
• Salesforce reported its strongest net new AOV growth in four years, with agent-force bookings more than doubling quarter-over-quarter, directly refuting the 'SaaS apocalypse' narrative and validating the deterministic AI data layer thesis.
• Hyperscalers now represent only ~50% of Nvidia's business, with sovereign clouds, neo-clouds, and enterprises driving the other half—and hyperscaler share is expected to decline further as the customer base diversifies.

Why this matters

Nvidia's supply-constrained 70% growth guide and Salesforce's AI-driven bookings acceleration together signal that enterprise AI monetization has shifted from speculative to demonstrably profitable, reshaping capital allocation priorities across cloud, security, and software sectors.

Entities

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Show notes

On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC;

Themes

• anthropic
• investing