NVIDIA Corporation (NVDA): The Robots Are Coming, Asserts Jim Cramer

NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer Warns Viewers About FOMO & Discusses These 19 Stocks.

NVIDIA Corporation (NASDAQ:NVDA) is one of the most widely discussed stocks on Cramer’s morning show. Despite the fact that the firm’s shares have struggled for most of 2025, Cramer has been a fan of the stock. He believes NVIDIA Corporation (NASDAQ:NVDA) is the market leader in AI GPUs and the firm has a wide moat ahead of it. He discussed the stock in detail during this appearance:

“[On stock reaching new high] Well it’s very important to recognize that the real blow to NVIDIA was when the President said, or someone in the White House . . .can’t sell to China. Because what that said was, a very big percentage of the business would go away. Remember he said it was a 50 billion dollar market of which at one point they had 95% of the market then that dropped to 50. It was very concerning to people.

“I think it’s overcome because the demand for all the rest, look one of the things that Jensen told me was, look we have so much demand for these we can override the China. We don’t want to have to scrap them, because remember they couldn’t be repurposed, that was important.

“But then he went around the world. And he made a pitch to countries to do sovereign AI. He’s always felt that, he’s not jingoistic, he’s a globalist, and he doesn’t want everything built on US. You know if you’re in Thailand, he wants it to be Thai. Well, it worked. His charm offensive worked. They got rid of the diffusion rules from Biden which said that you, there were only certain states, certain countries that would be able to buy it. David that’s what worked. There were just so many customers after that. And then, oh my god, did you read Joanna Stern today? She’s a joy. The data centers, they’re everywhere and they’re nowhere, meaning that we’re nowhere building what we need. And what Jensen said yesterday at this shareholder meeting, robotics being. . .something that you and I talk a lot. We need the reasoning robotics. We do not have those. But for robots to be reasoning, we need many many more.

“Well, these are things [robotics, digital twins] that a couple of years ago, only a couple of ship builders believed in. A couple of German auto companies believed in. Which is that if you can build a factory first, as a twin, small, and then, you know like a . . .model. . .save 30%.

“[In response to Faber asking when the robots will come online] Well it’s not American companies that are involved in robots. Also, Norway. It’s got very good robots. Well I think Tesla ultimately will be [a leader in robots].I don’t think people realize what’s coming. Which is that right now, Alexa’s getting an upgrade and it’s a digital assistant and it’s gonna help you more. And it might be able to turn on your coffee maker, okay. The robot, will say, Mr. Cramer, because I prefer that, Mr. Cramer, how much cream you want today, and I’ll say no I gained a pound yesterday can I switch to skim. And it’ll be like, no problem, Mr. Cramer. The thing will be so subservient, it’s really kind of crazy. By the way this is true what I’m saying. I saw one of these at the conference.

“He has been saying, he said for the last two years, no one’s been listening, you can watch every single baseball game, and figure out every single batter’s tendencies, and you will throw a perfect game every single time. That’s what the head of robotics said.”

“[In response to Faber asking when the robots will come online] Well it’s not American companies that are involved in robots. Also, Norway. It’s got very good robots. Well I think Tesla ultimately will be [a leader in robots].I don’t think people realize what’s coming. Which is that right now, Alexa’s getting an upgrade and it’s a digital assistant and it’s gonna help you more. And it might be able to turn on your coffee maker, okay. The robot, will say, Mr. Cramer, because I prefer that, Mr. Cramer, how much cream you want today, and I’ll say no I gained a pound yesterday can I switch to skim. And it’ll be like, no problem, Mr. Cramer. The thing will be so subservient, it’s really kind of crazy. By the way this is true what I’m saying. I saw one of these at the conference.”

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.