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Jim Cramer Says “NVIDIA’s Artificial Intelligence Chips Remain Unrivaled”

NVIDIA Corporation (NASDAQ:NVDA) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer discussed the company’s story throughout 2025, as he said:

“How did Microsoft, NVIDIA, and Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?

… NVIDIA stock started the year at $134. Little did we know that this stock, after years of being an institutional holding, had switched to become a favorite of individual investors, and even the meme stock guys who were trading it around the clock. They picked a lousy time to get along. First, at the end of January, we found out about some Chinese… AI outfit, DeepSeek…

Everyone acted like this was the end of the whole AI story, including NVIDIA hardware… Eventually, NVIDIA stock had an anemic bounce in March, coinciding with the annual GTC festival… But then at the beginning of April, the stock collapsed on word that the president didn’t want NVIDIA to sell any of its AI chips to the Chinese… That eventually caused NVIDIA to take a $4.5 billion write-off as they lost access to a market Jensen said could be worth as much as $50 billion.

When that happened, the memesters left the building. Stock bottomed at 86 bucks and change in April. Can you believe it? And that was the time to buy as NVIDIA began its unheralded run all the way to $158, where it closed last night. The amazing thing, this rally was based on nothing more than semiconductor superiority and persistent demand from the hyperscalers, the same things that had the stock roaring all last year. I guess you could say that there was nothing wrong with NVIDIA the whole time… So, what did we discover?… NVIDIA’s artificial intelligence chips remain unrivaled…”

A close-up of a colorful high-end graphics card being plugged in to a gaming computer.

NVIDIA (NASDAQ:NVDA) provides advanced computing, graphics, and networking solutions for gaming, data centers, AI, robotics, and automotive applications.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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