NVIDIA Corporation (NVDA) CEO Wants To Sell GPUs To China, Says Jim Cramer

NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer Says US Has To Give Some Chips To China & Discusses These 10 Stocks.

NVIDIA Corporation (NASDAQ:NVDA) is the world’s premier AI GPU company. Its shares have been quite volatile in 2025 and have gained a modest 4% year-to-date. NVIDIA Corporation (NASDAQ:NVDA) has suffered from investor skepticism about AI demand earlier this year. Yet, despite the turmoil, Cramer has maintained that the firm is in a commanding position for AI and should experience solid demand in the future. More recently, US sanctions on China which directly cover NVIDIA Corporation (NASDAQ:NVDA)’s GPUs have influenced the stock price. The shares surged after the firm’s latest earnings report it was revealed that the impact of the sanctions was less than what had initially been feared. Cramer discussed US chip sanctions and what NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang is likely thinking:

“[On Huang wanting China to have access to NVIDIA chips] Yeah he does, because he doesn’t have, he just wants to give them the Biden. The Biden chip. The H20.”

NVIDIA Corporation (NASDAQ:NVDA) is a regular feature of Cramer’s morning show. He recently discussed the stock in detail:

“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.”

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.

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Disclosure: None. This article is originally published at Insider Monkey.