Nvidia CEO Jensen Huang joined CNBC’s Jim Cramer for a particular Investing Club interview on Tuesday on the New York Stock Exchange. With dozens of Club members in attendance for our October Monthly Meeting, Jensen answered questions on Nvidia’s most vital partnerships, together with Oracle , Intel , CoreWeave , and OpenAI. Here is a rapid-fire have a look at his responses: Oracle Addressing a report in The Information that Oracle is seeing skinny cloud margins from Nvidia chips, Jensen acknowledged that an organization ramping up a know-how may not make as a lot cash as first anticipated. He mentioned, “What Oracle does with our systems is not easy. We’re talking about supercomputers. Over the life of the systems, Oracle is going to be wonderfully profitable,” Jensen mentioned. Shares of Oracle dropped roughly 5% early Tuesday on that report, however have pared a few of these losses this afternoon. Intel Intel spent greater than 30 years of “our lives trying to kill us,” Jensen mentioned, mainly outlining the time from Nvidia’s begin in 1993 to the September deal the 2 firms made to work collectively. As Jim mentioned on the time, Nvidia was throwing Intel a lifeline. Jensen advised Jim on Tuesday that he likes to think about a future the place many firms can win, not simply Nvidia. “When we give a keynote, everybody’s stock goes up. When everybody else gives a keynote, our stock price goes down,” Jensen mentioned. Part of the Intel settlement has Nvidia shopping for $5 billion in Intel frequent inventory. “We’re lovers, not fighters,” Jensen mentioned. “Now, I’m an Intel shareholder.” Coreweave “The reason we invest is we imagine building something together,” Jensen mentioned. (*4*) Fast ahead to March of this yr, Coreweave went public, and Jensen mentioned, “We made a fortune.” Coreweave, which rents using Nvidia chips to offer computing energy to firms constructing and growing their very own AI, priced its preliminary public providing at $40. The inventory now trades round $130 per share. OpenAI “We are going to invest in OpenAI,” Jensen mentioned. “The partnership with OpenAI is really incremental to all the work that we have done with Azure, OCI, and Coreweave.” Azure is the cloud unit of the Club identify Microsoft , and OCI stands for Oracle Cloud Infrastructure. OpenAI will purchase instantly from Nvidia. Normally, cloud suppliers purchase from Nvidia and lease to firms. Last month, Nvidia introduced its settlement to take a position $100 billion to assist OpenAI construct out 10 gigawatts of synthetic intelligence knowledge middle capability within the coming years. The cash might be incrementally allotted as every gigawatt is deployed. Jensen mentioned it doesn’t matter what, the U.S. should win on AI so the world, together with China, builds on American know-how. (See right here for a full listing of the shares in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you’ll obtain a commerce alert earlier than Jim makes a commerce. Jim waits 45 minutes after sending a commerce alert earlier than shopping for or promoting a inventory in his charitable belief’s portfolio. If Jim has talked a couple of inventory on CNBC TV, he waits 72 hours after issuing the commerce alert earlier than executing the commerce. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.