INSIGHT · US
Data center trade under pressure; next winners may be infrastructure providers outside hyperscalers
Jim Cramer (CNBC) warns that the AI data center trade—long dominated by Nvidia, hyperscalers—is facing headwinds. Next wave winners may be alternative chip makers, smaller cloud infra providers, and edge-compute vendors.
WHY IT MATTERS
BFSI tech buyers should diversify capex; reliance on mega-cloud vendors (AWS, Azure, GCP) for AI training may become expensive. Smaller, regional, or purpose-built AI infra plays now offer cost/latency advantages.
Source: CNBC · 2026-08-24