Cramer bets AI spending will 'continue apace,' says he's not giving up on data center trade
- ID
- 25341
- Status
- summarized
- Published
- 17 Sep 2026, 7:00 AM
- Fetched
- 17 Sep 2026, 8:14 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/09/16/cramer-ai-slowdown-stocks-dip.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 3.0
- Created
- 17 Sep 2026, 8:14 AM
- Tags
- Audience
- ai_agent_userssaas_founders
What happened
CNBC's Jim Cramer says AI infrastructure spending will 'continue apace' despite safety concerns, arguing Anthropic and OpenAI are growing revenue from their investments and won't slow down. His comments follow Anthropic CEO Dario Amodei's essay calling for frontier labs to pause model development so safety measures can catch up.
Why it matters
This is a stock commentator's opinion, not a technical or policy signal. Builders should not change roadmap decisions based on it. The only concrete item worth noting is Amodei's public call for labs to slow frontier model development — if that sentiment gains traction among regulators or major labs, it could affect API access and model release timelines that agents and SaaS products depend on.
Discussion angle
Does Amodei's call for a development slowdown matter to anyone shipping on existing APIs, or is it noise unless a regulator or lab actually acts on it?