Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
- ID
- 13722
- Status
- summarized
- Published
- 13 Aug 2026, 6:27 AM
- Fetched
- 13 Aug 2026, 7:07 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/12/jim-cramer-ai-data-center-trade-leading-stocks.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 13 Aug 2026, 7:08 AM
- Tags
- Audience
- saas_founders
What happened
CNBC's Jim Cramer declared the AI data center stock trade is rebounding after a July slump caused by the forced unwind of leveraged fund Situational Awareness. He cited Intel upsizing a stock offering from $15B to $20B and selling out, plus better-than-expected results from Super Micro Computer and Lumentum, as signs that infrastructure fundamentals are reasserting themselves.
Why it matters
This is stock market commentary, not engineering or product news. The only practical signal for builders is that AI data center infrastructure spending continues at scale, which means GPU/compute costs may stabilize but are unlikely to drop significantly in the near term. No code, architecture, or tooling decision should change based on this.
Discussion angle
Skip this in the weekly segment unless using it as a 30-second data point: institutional demand for AI infrastructure equities remains strong, so founders budgeting cloud spend should assume compute pricing pressure persists rather than expecting relief.