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NVIDIA Corporation (NVDA): “There’s Much More To It,” Says Jim Cramer

We recently published a list of Jim Cramer Discusses Quantum Computing Stocks Among These 12 Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks that Jim Cramer discusses.

NVIDIA Corporation (NASDAQ:NVDA), the world’s largest AI GPU company, is a regular feature on Cramer’s show. The CNBC host’s opinion about the firm has continued to evolve this year. Ahead of NVIDIA Corporation (NASDAQ:NVDA)’s conference in January, Cramer was optimistic about AI demand. After the conference, he wondered whether NVIDIA Corporation (NASDAQ:NVDA) could experience demand from humanoid robots as well. Yet, once the stock bled close to $600 billion in value after the DeepSeek selloff, he remarked that it was too early to comment on NVIDIA Corporation (NASDAQ:NVDA)’s future. More recently, he’s back to being bullish and continues to believe that the market is treating the firm unfairly. His latest comments about NVIDIA Corporation (NASDAQ:NVDA) revolved around quantum computing and trade negotiations:

“Uh, but, there’s, you might see NVIDIA going up here. Now, NVIDIA gave a very good talk, this was Jensen’s time to go. Uh, sovereign AI again. . . but I have to tell you Carl, here it goes again, I talked about it last night at the top of the show. They’ve made a manifesto about quantum, about how quantum’s here. There are four quantum stocks that we have to follow. Some of my people that I work with were very, I think that they were, probably concerned that I went out and said, look we ought to be looking at Rigetti, we ought to be looking at, you know the ones that people talk about. But they’re gonna fly!”

“When I first talked to him about it, a year ago, it’s like Jim, I mean come on, quantum isn’t even that good. Now quantum is, uh, wow, really good.”

“Taiwan Semi was the proxy, as that went up you could buy NVIDIA. David, all anyone cares about, and I think this is wrong, is that an NVIDIA chip requires a package [trade deal package with the EU]. . . yes, that’s all people care about. I think that’s a big mistake. There’s much more to it than that. But that is the focus.”

Recently, Cramer pointed a potential breakout level for NVIDIA Corporation (NASDAQ:NVDA)’s share price:

“Alright, NVIDIA, stuck here at $141.42. We gotta see a breakout next week when Jensen goes to Paris for Paris GTC.”

While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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…

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…

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