• Jim Cramer defended Nvidia Corporation's CEO Jensen Huang, highlighting the company's pivotal role in AI and military applications. Cramer noted that despite recent challenges, including a $5.5 billion inventory charge due to U.S. restrictions on GPU exports to China, Nvidia remains a leader in the semiconductor industry. He emphasized the importance of Nvidia's technology in both commercial and defense sectors, suggesting that the company is well-positioned to navigate geopolitical tensions and maintain its competitive advantage.

• Cramer also discussed the broader implications of currency fluctuations, particularly the benefits of a weaker U.S. dollar for American companies like Nvidia. He expressed confidence in the U.S. technological superiority over China, framing the ongoing competition as an arms race. This perspective aligns with recent trends in military AI development, where companies like Nvidia are increasingly involved in creating advanced technologies for defense applications, further solidifying their market position.