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Data Center Trade

2 GoKawiil briefs on this topic

Jim 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.

Trade Unions Turn on Data-Center Projects Over Blue-Collar Job Promises

Labor unions are increasingly pushing back against data-center construction, warning politicians who support these projects that they risk losing union backing. The move signals that blue-collar workforce concerns are becoming a central point of contention in the broader public backlash against data-center expansion.