Nvidia Corporation (NASDAQ:NVDA) and Amazon.com, Inc. (NASDAQ:AMZN) were at the center of interesting news coverage last week after a report from the Financial Times claimed that Amazon was interested in creating a shell company for its NVIDIA AI GPUs. The shell company would remove the GPUs from Amazon's balance sheet and allow external investors as well, while Amazon would lease back the chips. Cramer, who is one of NVIDIA's biggest bulls and has firmly stuck with the firm throughout 2026, discussed the report on October 2nd: "When I saw, the Amazon Prime, they're offering $8 billion worth of NVIDIA chips. Is that on Amazon Prime? That's a trade, to make NVIDIA, it's not a thing as dumping NVIDIA so much as making it asset light.
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