NVIDIA Gains Cramer’s Backing with OpenAI Partnership and Next-Gen Chip Confidence

NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s Recession-Proof Stock Picks.

Cramer expresses confidence in the next generation of chips as the company announces a partnership with OpenAI.

NVIDIA Gains Cramer’s Backing with OpenAI Partnership and Next-Gen Chip Confidence

On September 22, 2025, NVIDIA Corporation (NASDAQ:NVDA) announced a strategic collaboration with OpenAI. As per the agreement between the two companies, NVIDIA Corporation (NASDAQ:NVDA) will invest close to $100 billion in OpenAI. Part of the plan involves OpenAI deploying a gigawatt of Nvidia’s next-generation Vera Rubin chips. The first gigawatt is expected to be ready in late 2026.

Cramer believes that generative AI has not yet reached its full potential, and the next generation of NVIDIA Corporation (NASDAQ:NVDA)’s chips will play a vital role in supporting the ChatGPT maker and similar other AI companies in reaching a step further towards their high capabilities. With this sentiment, Cramer made the following statement.

“I think the market that Nvidia dominates is the biggest in the world.”

Our Insider Monkey database noted 235 hedge funds with ownership stakes in NVIDIA Corporation (NASDAQ:NVDA), reflecting strong institutional confidence in the stock.

Operating from California, NVIDIA Corporation (NASDAQ:NVDA) is the world leader in accelerated computing, designing GPUs and software platforms like CUDA that power AI, high-performance computing, data centers, and professional visualization. The company was founded in 1993.

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.

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Disclosure. None.