CNBC commentator Jim Cramer recently expressed his skepticism towards Chinese tech companies and AI models, suggesting that they might be a serious threat to the U.S. market.
Cramer took to X on Tuesday to voice his concerns about Beijing’s attempts to prop up its market. In a series of threads, he suggested that tech companies in China might be allowed to make any necessary claims to rally their stocks and the market.
“I do not think that it is a total coincidence that we keep reading how the Chinese companies are passing us in tech,” he wrote.
Cramer also criticized the media for not seeing through this alleged manipulation. He urged U.S. companies not to follow the Chinese AI model to cut costs, citing national security concerns.
He also mentioned his respect for the Chinese people but expressed concern over the Chinese companies allegedly run by the People’s Liberation Army.
In a sarcastic remark, Cramer questioned blocking China from using Nvidia Corp. (NASDAQ:NVDA) chips while allowing access to U.S. corporate data, calling the approach “Finsuicide.”
Debate Grows Over China AI Curbs
Cramer’s post comes as the Trump administration is reportedly weighing restrictions on advanced Chinese AI models, a move that could strengthen the market position of U.S. firms like OpenAI and Anthropic.
According to Axios, officials have previously explored measures such as adding Chinese AI labs to the Commerce Department’s Entity List, issuing national security advisories discouraging their use, and requiring U.S. companies hosting Chinese AI models to meet strict security standards and assume liability for breaches.
The renewed interest follows the rapid rise of Moonshot AI‘s Kimi K3 model, even as critics warn such restrictions could reduce competition because many U.S. companies favor Chinese open-source models for their lower cost and competitive performance.
Anthony Pompliano, CEO of Professional Capital Management, urged the U.S. to compete with Chinese AI through innovation rather than restrictions, arguing American firms should build better models instead of banning Chinese rivals.
At the same time, David Sacks, former White House AI and crypto czar, criticized the use of regulatory uncertainty as a tool to discourage the adoption of Chinese AI models. He called for AI policies rooted in evidence and designed to encourage open competition.
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