NVIDIA’s (NVDA) Cost of Ownership is Lower Than What People Think, Says Jim Cramer

Ramish Cheema

Mon, February 23, 2026 at 2:06 AM GMT+9 2 min read

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We recently published 10 Stocks On Jim Cramer’s Mind & His Thoughts On Enterprise AI.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer’s mind.

NVIDIA Corporation (NASDAQ:NVDA) is the most valuable company in the world due to its high-end AI chips. The shares are up by 41% over the past year and are flat year to date. Earlier in the week, NVIDIA Corporation (NASDAQ:NVDA) made a key announcement when it announced a deal with social media giant Meta. Through the deal, the firm will provide the social media company with AI GPUs and CPUs. Specifically, NVIDIA Corporation (NASDAQ:NVDA)’s Grace CPUs will make an entry into data centers and be used by Meta through it, and complement other chips that the firm uses, such as Google’s TPUs. Goldman Sachs discussed NVIDIA Corporation (NASDAQ:NVDA) in February as it kept a Buy rating and a $250 share price target on the stock. As for Cramer, he asserted that the cost of owning the company’s chips isn’t as high as is typically believed:

“Yeah, I mean, there are these different benchmark tests, that the analysts tend not to look at and the traders never look at. One that came out the other day, it just showed you that the total cost of ownership, if you buy the advanced chips from NVIDIA, is much less than people think. So in other words, AMD’s chips maybe cheaper, but the whole platform is less cost of ownership. And I think NVIDIA has been such a drag on this market that you’re beginning to start a new narrative. Which is, you know, we don’t just go after Sandisk and Western Digital and Micron, over and over and again, don’t mean to leave out Seagate. Let’s go back to the ones that create intellectual property, are, I think Arm’s doing better, they’re selected, NVIDIA, not as much AMD, even though I could argue AMD has a lot of intellectual property. But it’s just a change of scenery, to see NVIDIA ticking up, ticking up.”

NVIDIA’s (NVDA) Cost of Ownership is Lower Than What People Think, Says Jim Cramer

Photo by Javier Esteban on Unsplash

While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

**READ NEXT: 30 Stocks That Should Double in 3 Years and **11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey****.****

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