GoKawiilJim Cramer says AI infrastructure spending will keep climbing despite safety fears
CNBC's Jim Cramer said this week that despite growing safety concerns raised by Anthropic CEO Dario Amodei, he expects AI investment to keep accelerating because companies like Anthropic and OpenAI are generating too much revenue to slow down. After conversations with executives at Salesforce's Dreamforce conference, Cramer said he remains bullish on data center component makers and cybersecurity firms like Palo Alto Networks, Okta and CrowdStrike.
GoKawiil's interpretation of the reporting above, not reported fact.
Cramer's comments reflect a widening gap between Wall Street's enthusiasm for AI infrastructure spending and internal industry warnings about developing powerful models too quickly. His stance signals that investor appetite for AI-linked stocks may persist even as safety debates intensify, potentially delaying meaningful slowdowns until financial or regulatory pressure forces one.
- Cramer expects AI spending to continue despite Anthropic CEO's call to slow development
- He remains bullish on data center component makers and cybersecurity stocks
- Executives reportedly told him the industry has time to address AI risks before 2030
Source: cnbc.com — Alexa Lomonaco, 2026-09-16
Published there as: “Cramer bets AI spending will 'continue apace,' says he's not giving up on data center trade”
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