Jim Cramer Calls NVIDIA ‘Radically Cheap,’ Urges Blockbuster $500 Billion Buyback - Benzinga

Financial commentator Jim Cramer has issued a highly positive assessment of NVIDIA stock, calling it 'radically cheap' and urging the company to initiate a massive $500 billion share buyback program. ... Read original →

Jim Cramer’s bullish stance underscores the market’s recognition of NVIDIA’s dominant role in AI chip technology. The company’s GPUs are deeply embedded in data centers, autonomous driving, and HPC sectors, driving demand for upstream EDA tools and fabrication equipment. A $500 billion buyback would intensify capital concentration, potentially prompting competitors to accelerate M&A strategies. From a geopolitical perspective, tightening U.S. export controls on advanced chips, especially in Taiwan, China, pose supply chain risks that may force NVIDIA to restructure its global footprint. In the short term, market dynamics will center on NVIDIA’s ability to sustain margins and growth. Long-term, the explosive demand for AI compute power is reshaping the semiconductor landscape, with NVIDIA’s strategic decisions likely determining the trajectory of global AI infrastructure development.