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

In the midst of the global AI boom, NVIDIA remains at the center of attention as a key player in AI infrastructure. Jim Cramer recently called the company's stock 'radically cheap,' urging a $500 bill... Read original →

NVIDIA's central role in AI infrastructure is triggering intense market reaction, with Jim Cramer's bullish stance and a $500 billion buyback proposal reflecting confidence in the company's GPU-driven value creation in data centers. This move reinforces NVIDIA's dominance across the semiconductor supply chain, from upstream foundries to downstream cloud providers. Meanwhile, geopolitical tensions involving Taiwan, China, and U.S. chip policies are increasing supply chain risks, especially for key players like TSMC. Competitors such as Apple and Anthropic are accelerating in-house AI chip development and open model strategies to challenge NVIDIA's ecosystem. Over the next 12-24 months, if NVIDIA continues its share repurchase strategy and strengthens its financing of data center projects, it could trigger a broader revaluation of the semiconductor sector. Its investments in physical AI and open models may redefine competitive dynamics in the industry.