Jim Cramer Says Nvidia Should Stay Inside China’s AI Boom, Not Walk Away

While Nvidia (NVDA) prepares to report its Q1 of fiscal 2027 earnings on May 20, fresh headlines has again put the artificial intelligence (AI) giant’s China business in focus. Recent reports says that the U.S. has now approved sales of Nvidia’s H200 AI chips to select Chinese companies, signaling a potential shift in how the government treats advanced semiconductor exports to China. However, the deal has stalled from China’s side as the country’s focus is to be self-reliant. Amid this, CNBC’s Mad Money host Jim Cramer argues that Nvidia should continue selling AI chips to China instead of walking away from one of the world’s biggest AI markets. 

Is Cramer right? Let’s find out.

Why Cramer Believes Nvidia Shouldn’t Walk Away

According to recent reports, the U.S. has approved sales of Nvidia’s H200 AI chips to 10 Chinese companies, including major technology firms such as Alibaba, Tencent, ByteDance, and JD.com.

Nvidia stock has climbed 19.3% YTD, outperforming the broader market gain of 8%.

Beijing hasn’t approved this yet, so shipments remain stalled amid political tensions and China’s push for self-reliance. Furthermore, the summit between U.S. President Donald Trump and Chinese President Xi Jinping did not involve any discussions on chip export control. This news might be disappointing for investors who had hoped the summit could lead to a breakthrough for…