Cramer questions Anthropic CEO’s AI slowdown call, warns Nvidia faces risk

  • Jim Cramer questioned Dario Amodei’s call for AI companies to slow capability development.
  • Nvidia faces risk if data center construction slows, Cramer said.
  • AI-linked stocks fell Monday as Trump rejected the case for slowing development.

Jim Cramer questioned Anthropic CEO Dario Amodei’s motives for urging AI companies to slow the development of advanced capabilities, saying the proposal could benefit Anthropic by reducing capital spending before an initial public offering and by encouraging rules that smaller startups would struggle to meet. OpenAI CEO Sam Altman and xAI’s Elon Musk supported Amodei’s position, while David Sacks, co-chair of the President’s Council of Advisors on Science and Technology and the White House’s AI and crypto adviser, criticized the logic of seeking preferred regulation in exchange for slowing development. Cramer said the immediate market risk was Nvidia because its finances are closely connected to companies building data centers. He said his charitable trust had begun reducing data center holdings and had removed Corning from its portfolio after the prior week’s CNBC Investing Club session. AI-linked stocks fell Monday, while President Donald Trump rejected a slowdown, saying it could weaken the United States’ competitive position against China.

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