Cramer Calls for AI 'Kill Switch' While Keeping Nvidia, AMD Backing

IndustryProduct / Tech
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

Jim Cramer used a CNBC Mad Money segment on Sept. 9 to call for an AI "kill switch of sorts," breaking with the bullish AI camp even as he kept telling viewers to own the infrastructure trade. Cramer said the people building AI "earnestly believe that it could kill us all by the end of the decade," a warning he tied to Anthropic safety researcher Evan Hubinger's public double-digit odds on AI causing mass human casualties this decade and researcher Jacob Coxon's resignation accusing frontier labs of gambling with people's lives. Anthropic remains private with no Form S-1 on file as of Sept. 9, so the warnings are not a tradable IPO event. Cramer's stock calls are unchanged: Nvidia, with a market capitalization of roughly $5.3 trillion, posted fiscal Q2 revenue of $96.22 billion, up 105.8% year over year, with data center revenue of $89.02 billion and Q3 guidance of $108 billion plus or minus 2%, while AMD, with a market cap around $826.3 billion, posted Q2 2026 revenue of $11.54 billion, up 50.1%, with data center revenue of $6.72 billion more than doubling year over year. Anthropic itself has committed to deploying up to 2 gigawatts of MI450 GPUs in AMD Helios racks, and AMD shares are up 126.5% year to date.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Advanced Micro Devices Inc
AMD
▲ PositiveDemandrelevance

Anthropic committed to deploying up to 2 gigawatts of MI450 GPUs in AMD Helios racks, a concrete order for AMD's AI chips.

NVIDIA Corporation
NVDA
± Mixedrelevance

Cramer kept telling viewers to own Nvidia and cited its strong Q2 revenue/guidance, but the article's news is his AI 'kill switch' warning, not a new Nvidia development.

Theme Impact 2

Off-coverage companies 1

AnthropicPrivate± Mixed
Regulationrelevance

Anthropic is the subject of safety warnings and a researcher's resignation over frontier-lab risk, but it remains private with no tradable IPO event.

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