CNBC’s Jim Cramer criticized the Donald Trump administration’s decision to block Nvidia Corp.’s (NASDAQ:NVDA) advanced chip sales to China, arguing the “ill-advised” move predictably fueled Beijing’s accelerating campaign for global artificial intelligence dominance.
Frustration Over Blocked Nvidia Sales
Reacting to a New York Times report outlining China’s aggressive push to become a premier supplier of AI training data, Cramer voiced his frustration on X.
He stated that he previously supported Nvidia’s ambition to be the “preeminent chip for China” so that Chinese developers “would have to write on it.” However, Cramer noted that the strategy “was blocked by the administration.”
By restricting American hardware exports, the White House inadvertently forced China to develop its own technological ecosystem. Cramer described the subsequent rise in Chinese AI influence highlighted by the Times as entirely “predictable because Nvidia was blocked,” concluding that the administration’s stance was “so ill-advised.”
China’s Masterplan for AI Dominance
Cramer’s critique centers on the revelations from the New York Times article detailing China’s National Data Administration blueprint. The comprehensive plan aims to transform China into a global data powerhouse by 2028. Beijing intends to distribute high-quality, state-curated datasets worldwide, specifically targeting developing nations.
This strategy serves a dual purpose: expanding China’s technological sphere of influence and closing the AI capabilities gap with the United States. According to the report, Chinese laboratories are shifting from basic manual labeling to expert data annotation to construct models capable of rivaling Western equivalents.
The Propaganda Vulnerability
The global integration of Chinese AI datasets carries significant geopolitical risks. The Times highlighted concerns that Beijing’s datasets, such as the state-backed WanJuan collection, are rigorously aligned with mainstream Chinese values.
Security experts warn that this data proliferation could covertly embed Chinese Communist Party narratives into chatbots globally. As China builds affordable, competitive models, Cramer insists that locking Nvidia out of the region only accelerated Beijing’s well-funded drive toward AI self-sufficiency and global narrative control.
How Has NVDA Performed In 2026?
NVDA shares rose 20.73% year-to-date, advanced 23.70% over the last year, and 23.17% over the last six months. It closed 0.06% lower at $225.16 per share on Friday, and it was 0.61% higher in premarket trading on Monday.
Benzinga’s Edge Stock Rankings indicate that NVDA maintains a strong price trend in the long, short and medium terms, with a solid growth score.
Image via Shutterstock
Login to comment