Mad Money w/ Jim Cramer 8/25/26

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**Jim Cramer** (1:02)
My mission is simple, to make you money.
I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now.

**Jim Cramer** (1:17)
Hey, I'm Cramer. Welcome to Mad Money. Welcome to Cramer America. I'll be with my friends. I'm just trying to make a little bit of money here. My job is not just to entertain, it's also to teach. Call me 1-800-743-CNBC. Tweet me at Cramer.
I wish NVIDIA weren't so darn important to this market. That way the company could just do a great job on reports tomorrow night and not be subject to insane inane, absurd levels of scrutiny.
In that case, tomorrow could be another ordinary day. Today, Dow gained 160 points. It doesn't be advanced 0.32 percent. Now it's that climb 0.66 percent.
But tomorrow won't be ordinary because NVIDIA has truly become anything but ordinary. It's all important and it is the ultimate battleground.
Why are the stakes so high? Simple. Never before has there been a company with so many tentacles in so many segments of the economy. NVIDIA is so big that many money managers actually spent today positioning for tomorrow night's call.
I don't like having to give you what, when I was a sportswriter, amounts to a pre. That's a slang name for a story that sets the stage for the big game, usually the night before. But you need one, you deserve one. Especially long time watchers, especially you club members, who most likely own some NVIDIA because for years, my mantra has been, own it, don't trade it. And I haven't changed my tune at all.
If you believe, as many of us do, that AI represents a new industrial revolution, then NVIDIA is the loom, the steam engine and the computer all balled up into one. We often hear that other companies have something better, or that NVIDIA makes Lamborghinis when we need a Ford F-150. I say if you're going to be part of the AI revolution, you got to go with the best. Elon Musk has at times wished NVIDIA wasn't so expensive, but he's going all in on their chips with SpaceX, and he even wants to put them in orbit. I'm getting it right with Musk. Of course, our tribal AMD's efforts can't be dismissed.
Today, OpenAI announced its first custom interference chip named Jalapeno that it says serves the purposes better than NVIDIA's. They want to wean themselves off NVIDIA's break the hardware. Be my guess. Maybe they can. Maybe they're big hat, no cattle.
Google and Amazon have been making competing chips of their own. But they've also been doing plenty of business with NVIDIA and speaking incredibly highly of the product. Think of it this way though. If you leave the control world of NVIDIA, you leave the platform that most engineers want to write on. Most young companies want to write on. Their chips aren't expensive. Look, they're expensive, okay? They're expensive for a reason. And it's no coincidence that the companies I've mentioned are a huge part of the NVIDIA story. Hence why it dominates all option trading night after night after night. It's just too big not to. All that said, we can't discuss NVIDIA's dominance without addressing the critics. Because if the bears are right, the stock will tumble regardless of what it puts them on. Let me lay them out so you're ready. First and foremost, NVIDIA has made a huge number of multi-billion dollar investments in AI, from Enthropic to OpenAI to Marbelle Tech and Coherent, and so many others, really. Two numbers to mention. Many of these investments have already yielded large profits, at least on paper. But NVIDIA sells almost nothing that's invested in. They're letting the, let's say, the pets ride. I think these investments allow the companies involved to soar. NVIDIA gives them a chance to experiment, manufacture the wares better. Thanks to these moves, NVIDIA, is, is, it's the sun in what seems like an endless AI solar system. I think that's tremendous. Companies always want to dominate. Why shouldn't NVIDIA use its profits to help ensure that it remains on top? It's not like they're doing anything anti-competitive. NVIDIA invested 30 billion in OpenAI, and OpenAI is downright gleeful about inventing this new chip, jalapeno, that can compete with NVIDIA's. Word to the wise for OpenAI, I grow jalapenos, don't touch them, and put your hands to your eyes. It's a nightmare.