Nvidia announced plans to invest $100 billion in a new data centre facility located in Ohio, specifically designed to support the operations of OpenAI. The investment represents a significant commitment to expanding the physical infrastructure necessary for large-scale artificial intelligence training and inference.

The project highlights the intensifying competition among technology firms to secure and build out the computational resources required for next-generation AI models. By locating the facility in Ohio, Nvidia aims to leverage regional advantages while meeting the specific technical requirements of its partnership with OpenAI.

Infrastructure Expansion

The scale of the $100 billion investment indicates a long-term strategic focus on AI hardware deployment. Such capital expenditure is typically directed towards constructing high-density server farms, advanced cooling systems, and robust power distribution networks essential for operating thousands of GPUs simultaneously.

This development aligns with broader industry trends where semiconductor manufacturers are increasingly involved in the end-to-end deployment of AI infrastructure, moving beyond chip sales to integrated solutions.

Jim Cramer, host of CNBC's Mad Money, criticized the Trump administration's decision to block Nvidia Corp. (NASDAQ: NVDA) from selling advanced chips to China. Cramer labeled the export restriction as 'so ill-advised,' arguing that the policy predictably fueled Beijing's accelerating campaign for global artificial intelligence dominance.

Frustration Over Blocked Nvidia Sales

Reacting to a New York Times report outlining China's aggressive push to become a premier supplier of AI training data, Cramer voiced his frustration on X. He stated that he previously supported Nvidia’s ambition to be the 'preeminent chip for China' so that Chinese developers 'would have to write on it.' However, Cramer noted that this strategy 'was blocked by the administration.'

By restricting American hardware exports, the White House inadvertently forced China to develop its own technological ecosystem. Cramer described the subsequent rise in Chinese AI influence highlighted by the Times as entirely 'predictable because Nvidia was blocked.'

China’s Masterplan for AI Dominance

Cramer's critique centers on revelations from the New York Times article detailing China’s National Data Administration blueprint. The comprehensive plan aims to transform China into a global data powerhouse by 2028. Beijing intends to distribute high-quality, state-curated datasets worldwide, specifically targeting developing nations.

This strategy serves a dual purpose: expanding China's technological sphere of influence and closing the AI capabilities gap with the United States. According to the report, Chinese laboratories are shifting from basic manual labeling to expert data annotation to construct models capable of rivaling Western equivalents.

The Propaganda Vulnerability

The global integration of Chinese AI datasets carries significant geopolitical risks. The Times highlighted concerns that Beijing's datasets, such as the state-backed WanJuan collection, are rigorously aligned with mainstream Chinese values.

Security experts warn that this data proliferation could covertly embed Chinese Communist Party narratives into chatbots globally. As China builds affordable, competitive models, Cramer insists that locking Nvidia out of the region only accelerated Beijing's well-funded drive toward AI self-sufficiency and global narrative control.

How Has NVDA Performed In 2026?

Nvidia shares rose 20.73% year-to-date in 2026. The stock advanced 23.70% over the last year and 23.17% over the last six months. It closed 0.06% lower at $225.16 per share on Friday and was 0.61% higher in premarket trading on Monday.

Benzinga’s Edge Stock Rankings indicate that NVDA maintains a strong price trend in the long, short, and medium terms, with a solid growth score.