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NVIDIA Corporation (NVDA): Do Not Doubt Its CEO, Says Jim Cramer

We recently published 10 Stocks Jim Cramer Talked About As He Warned About “Have-Not” Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed.

NVIDIA Corporation (NASDAQ:NVDA) is a regular feature of Cramer’s morning show. The firm’s had a colorful 2025, to say the least, as it has fought through panic-driven market selloffs and restrictions on its products. Recently, NVIDIA Corporation (NASDAQ:NVDA) scored a win after it revealed that the Trump administration had allowed it to sell H20 GPUs to China. In his previous comments, Cramer remained skeptical about reports claiming that the firm was struggling with H20 inventory. This time, he commented on reports suggesting that NVIDIA Corporation (NASDAQ:NVDA) was tracking the H20 GPUs:

“This notion about the H20 and whether it is a Trojan horse against the Chinese is front and center. I have not been able to get a comment yet. . .

“Now, look, once again you’re casting aspersions on a man, Jensen Huang, that you better know your stuff. You better know your stuff before you make those challenges. Because they’ve scrubbed the H20.  Now one thing is for certain, you’re writing on a NVIDIA platform and that’s what the story is, not that there is some sort of Trojan horse. I don’t buy it. A lot of people feel buy the way that the Chinese put Trojan horses in our chips, or in theirs, which includes by the way includes the rare metals that go into the F-35.”

Photo by ella-don-ZARLJPBTozQ-unsplash

Here are Cramer’s comments about NVIDIA Corporation (NASDAQ:NVDA)’s H20 inventory problems:

“By the way, Cadence, that is, when people look at Cadence, the number one partner is NVIDIA. Now NVIDIA also has the story out there, but not confirmed by me, that there’s, the H20 orders from China are huge. There had been some talk that maybe they wouldn’t be. Cadence is a fantastic company. And I think that was the sign that NVIDIA is in great shape in China. NVIDIA’s doing so well, what are you going to do? It just keeps, it’s just relentless.”

While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest 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.

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…

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

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