Cramer bets AI spending will 'continue apace,' says he's not giving up on data center trade

What changed

Jim Cramer stated on CNBC that enterprise AI spending will continue apace despite recent safety debates and calls from Anthropic CEO Dario Amodei to slow model development.

Why you should care

Commentary suggests strong financial momentum in infrastructure components will outweigh industry safety warnings.

Your move

Watch. Monitor upcoming market data and capital expenditure reports to confirm ongoing infrastructure demand.

Evidence

ConfirmedCNBC — Technology ↗

What to watch next

Future capital expenditure disclosures from major AI labs and hardware suppliers.

Event

opinion

Event date

Sep 16, 2026

Relevant to

General AI readers