INSIGHT · US
CNBC's Cramer: AI infrastructure capex to persist despite slowdown chatter
Prominent equity analyst Jim Cramer said he sees no deceleration in AI capex—despite headlines about model development slowdown and efficiency gains. Data center trade remains intact. Signals financial markets expect BFSI AI spending to hold through 2027.
WHY IT MATTERS
Banking board risk committees often track market sentiment for confidence signals; Cramer's stance suggests institutional investors still expect rising AI opex at major banks. Budget cycles may not face the pruning some feared.
Source: CNBC · 2026-09-16