Jim Cramer recently discussed Amazon.com, Inc. (NASDAQ:AMZN) following their latest earnings report. Initially critical of their focus on cost and performance with in-house AI chips over NVIDIA’s GPUs, Cramer later supported CEO Andy Jassy’s approach. He praised Amazon’s same-day grocery delivery announcement as disruptive and highlighted their strength as a retailer.

While Cramer has debated Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business, he praised their eCommerce sector’s potential. The company’s recent announcement of same-day grocery delivery caused a 3% stock increase, posing challenges to competitors like Instacart, DoorDash, and Uber. Cramer emphasized Amazon’s strength as a retailer, potentially overshadowing recent negative narratives about their cloud business.

Read more at Yahoo Finance: Amazon.com, Inc. (AMZN)’s Figuring Out The Returns Of AI GPU Investment, Says Jim Cramer