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Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers

Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers

By Alexa LoMonaco
Publication Date: 2026-08-25 22:55:00

Key Points

  • CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings are effectively a referendum on the entire AI trade.
  • He said that despite concerns around competition, data-center opposition, memory shortages and AI financing, Cramer remains bullish on Nvidia.

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