Technologies
Google Pixel 8 Review: ‘Best Take’ Levels Up AI-Enhanced Photos
The AI integration and redefined design is the main attraction. However, keep in mind that not all functions work flawlessly despite the higher price.
The Google Pixel 8 is unlike any other phone you can buy today. After testing it for nearly a week, I realized that the Pixel 8 and its AI features offer an early glimpse at how photography, calling and even our phone’s wallpaper could evolve. I wouldn’t run out and buy a Pixel 8 today solely because of these features, but it certainly shows how AI will continue to be integrated into our daily lives.
For example, there’s a feature called Best Take (which I keep calling Face Swap) that works when taking a few consecutive photos of a person or group of people. After taking the photos, I can pull up a face and head editor (my term, not Google’s) in Google Photos and swap out a person’s head with a different version from another image from the series to get their best facial expression. The result is a photo where everyone’s eyes are open and smiling, if that’s what you want.
Philosophically, this photo doesn’t actually exist because the moment never happened. And yet, here it is.

At first, Best Take creeped me out. But after applying it to a variety of photos of friends and coworkers, I think it’s incredible and works remarkably well. I can’t see any lines where the heads were swapped. (Yep, I actually wrote that.) And I still can’t fully get my head around the possibilities that Best Take opens up. It’s the start of a path where our photography can be even more curated and polished, even if the photos we take don’t start out that way.
Will Best Take make us more vain by giving us another tool to present a seemingly ideal version of ourselves online? Or should I just enjoy that I can have a nice photo where my friends look their best at that possible moment? I’m still conflicted.

Starting at $699 (£699, AU$1,199) the Google Pixel 8 is an ideal phone for most people. And even if you aren’t interested in the AI features (and there are a lot of them), the Pixel 8’s updated design, display and cameras make it one of the best non-Pro Google phones. The higher price seems worth it and makes you realize just how incredibly affordable the Pixel 6 and 7 were.
The Pixel 8 is smaller, lighter and brighter
The Pixel 8 is like a svelte version of the Pixel 7. It’s shorter and less wide, although it’s actually 0.2 millimeters thicker. It weighs 10 grams less than the Pixel 7. Combine all that with the fact that nearly every edge is rounded over, and you’ll find, like me, that the Pixel 8 is incredibly comfortable to hold, with or without a case.
My review unit is the rose color, which in most lighting looks peach.
The screen is smaller, but so are the bezels around it. The 6.2-inch display now has a 60 to 120Hz variable refresh rate for smoother scrolling and a higher max brightness. It’s easy to see under bright sunlight, especially compared with the Pixel 7 and 7A, which look dim by comparison. Watching films, playing games or just admiring mundane Android 14 animations were all enjoyable on the Pixel 8’s screen.
The back is still defined by that wide camera bar, which I like. Overall, the Pixel 8 looks dapper and almost chic.
The Pixel 8 has a new main camera sensor
The Camera app has a slight redesign. There are two icons at the bottom: a photo camera and a video camera. When I tap on the photo camera, all the modes under the viewfinder change to photo-centric ones like portrait mode and long exposure mode. And when I tap on the video camera symbol, the modes become specific for video like slow motion. It took about a day to get used to this change, but I’m a fan of the new layout.
Also, the Pixel 8 has a new macro focus feature that kicks in when the phone’s main camera is within centimeters of a subject. I like this addition and found it useful for food and coffee snaps, where I want to get close enough for the cup or plate to fill the frame while remaining in focus.


The 12-megapixel ultrawide camera is the same as the one on previous Pixel models. The 50-megapixel main camera has a new sensor that Google claims can collect 21% more light. The front-facing camera is also new, but still only has fixed focus on the Pixel 8 – compared with the Pixel 8 Pro’s front-facing autofocus camera.
Take a look below at some of my favorite photos that I took with the Pixel 8.










Does the Pixel 8 take better photos than the Pixel 7? Yes. But they’re not dramatically different. Check out the photos below of the Manhattan Bridge. Both look great.
But if I punch in on where the main upright section intersects with the deck, you can see that the Pixel 8’s image below has more detail and sharpness. Notice the individual rivets on the metal uprights compared to the Pixel 7’s photo, where most of them don’t show up.
The Pixel 8 is defined by its camera AI tools
The Pixel 8’s AI features like Best Take steal the show when it comes to the camera. By the way, Best Take not only works on photos taken with the phone, but any photos in your Google Photos library on your Pixel 8. I used Best Take to swap out faces in photos I took on the iPhone 15 Pro and Pro Max as part of my review last month.
Best Take only works on a series of photos in a sequence. So you can’t take a photo of yourself at 40 and replace your head with one from a photo of when you were in your 20s. Also, the feature works only on people. But I can almost hear Google’s SVP for devices and services, Rich Osterloh, say at the Pixel 9 or Pixel 10 launch, «we heard you and we now offer Best Take for pets.» Applause and cheers!
Remember the Magic Eraser that debuted on the Pixel 6 that lets you remove a distraction from your photo like someone in the background? Now there’s Magic Editor on the Pixel 8 and 8 Pro, which lets you do even more. It can remove someone from the background or even move your photo’s subject and resize it. I replaced the sky, ground and even the entire background in some photos. Basically, if you see someone jumping abnormally high in a photo taken on a Pixel 8, beware: that person may have used the Magic Editor to exaggerate things.
For example, below is a photo I took of CNET’s Tara Brown and Theo Liggians jumping off a rock. I used the Magic Eraser, which has been around for a couple of years, to remove the rock. It’s obvious something was altered.

Below is the same photo after I used the new Magic Editor. It’s not perfect, but it’s an improvement over the Magic Eraser photo.

But why stop there? I tried the Magic Editor a second time and replaced the actual zigzag tiled ground and artificial turf with one entirely made of bricks. This obscured the shadow left from the rock and made everything look more uniform. I have no idea where the Pixel 8 came up with the replacement ground since there weren’t any bricks in the actual surface and that’s one of the downsides to using AI this way.

A majority of the time, Magic Editor generations took a matter of seconds. It didn’t feel like I waited long. But there were a couple of times where it took 10 seconds and another one time where I had to close the Google Photos app because it seemed stuck. Best Take feels like a more mature feature than Magic Editor which still has an experimental vibe to it.


The Magic Editor is a lot of fun, and I truly believe it adds another level of creativity to phone photography. But it does so while raising ethical questions around image manipulation. Fortunately, Magic Editor-generated photos have flaws, or at least the majority of the photos that I used it on did. I can usually spot the differences between photos I applied it on versus unedited images. The way the AI tries to fill in the background usually results in something looking off. But not everyone may be as photo-savvy as me, and I imagine that Google will keep refining the AI behind it to a point where it’s hard to tell the difference between an altered photo and an unedited one.


There’s one more AI-powered camera tool called Audio Magic Eraser, which can clean up audio in recorded videos for better clarity. It removes distracting background noise or music that might interfere with your video’s audio. Watch the review video that accompanies this article to see examples of it before and after, with and without the Audio Magic Eraser applied.
Using the tool was easy enough. However, the live preview didn’t reflect the changes to the audio that I made, which seems like a bug. I had to save a copy of the edited video to hear the difference Audio Magic Eraser made – which was impressive.
Taken in total, the Pixel 8 has an outstanding camera system with a lot of features you just don’t find on the more expensive iPhone 15 and Galaxy S23. It’s fascinating to see Google, who has an excellent reputation when it comes to getting the best images out of a phone camera, still be able to match the likes of Apple and Samsung all while leaning heavily into these hit-or-miss AI camera features.
My CNET colleague Andrew Lanxon, who is reviewing the Pixel 8 Pro, wasn’t as enamored with Best Take as I was.
Pixel 8 performance and battery
Google’s Tensor chip has never been about pure horsepower. Instead, it targets optimizing specific tasks and powering all those AI capabilities mentioned earlier. And that’s the case for the Pixel 8’s Tensor G3 chip. During my six days with the phone, I never ran into any performance issues. When I was downloading Genshin Impact and PUBG Mobile and setting them up, the Pixel 8 did get very warm. But that was the only time I noticed this happen.
The G3 chip along with Android 14 makes the Pixel 8 a delight to use. There’s Face Unlock, which is once again secure enough to use for contactless payments, even without the Pixel 4’s fancy radar sensor. There are strange non-camera AI features like AI Wallpaper that creates an original wallpaper for your home screen based on MadLibs-style prompts. You can’t enter your own words and are limited to a list of words for each entry. I can also use Google Assistant to read articles aloud, and there’s a summarize feature that I never got to work. Anytime I asked the Assistant to summarize a story I’m met with the message, «Sorry I can’t summarize on this device yet.»
Call Screen debuted on the 2018 Pixel 3 and lets the Google Assistant answer a call while you listen in. On the Pixel 8, the Call Screen’s voice sounds like an actual human. I can’t tell if it’s fake or a recording of an actual human voice, which shows you how far Google has pushed this technology over the past five years.
The Pixel 8 has a slightly bigger battery than last year’s Pixel 7. Over the six days, the Pixel 8 had no problem making it through a full day on a single charge. I’m still working on running CNET’s arsenal of battery life tests and performance benchmarks, so check back soon for the results.
Final word on the Pixel 8
The two biggest changes to the Pixel 8 don’t have anything to do with the physical phone. The first is the price. The Pixel 8 costs $699, which is $100 more than the Pixel 6 and 7’s launch prices. But the updates you get, like the refined design, new display and main camera improvements, are worth it. And the Pixel 8’s higher price is more reflective of just how ridiculously affordable Google priced the Pixel 6 and 7 compared with other major smartphone makers at the time. Outside the US, the Pixel 8’s price increase might be steeper.
The other big feature is software support. The Pixel 8 will receive seven years of OS support, which is longer than most Android phones. But the Fairphone 5 takes the crown with 8 years of support. Will the Pixel 8 survive until 2030? Maybe? I don’t know.
But in that spirit, I casually polled some of my CNET colleagues over Slack to ask them what was the longest amount of time they owned a phone. Most kept their phones for less than 5 years, but a few of my coworkers had nearly 6-year-old phones like the iPhone 8 and Galaxy Note 8. So perhaps there is an audience for this benefit.
I recommend the Pixel 8 to anyone coming from a Pixel 6A or older, or any phone that’s at least three years old. If you’re trying to decide between the Pixel 7A and Pixel 8, know that the Pixel 8 is better in nearly every way but does cost $200 more. And in terms of the Pixel 8 and 8 Pro, you get 85% of that Pixel 8 Pro experience on the regular Pixel 8. The Pixel 8 Pro has a nicer screen, a new higher resolution ultra wide camera, more RAM and a dedicated 5x telephoto camera, all of which the Pixel 8 lacks. The Pixel 8 Pro also has more camera tools, like video boost, compared to the Pixel 8.
With the Pixel 8’s launch, Google’s current lineup has a phone for every budget: $499 for the Pixel 7A, $699 for the Pixel 8, $999 for the Pixel 8 Pro and $1,799 for the Pixel Fold. The Pixel 8 isn’t Google’s most affordable device, but it’s a phone most people should consider. Its AI features, reasonable price and seven years of software support help it stand out among its Pixel siblings.
Google Pixel 8 specs vs. Pixel 8 Pro, Pixel 7A, Pixel 7
| Google Pixel 8 | Google Pixel 8 Pro | Google Pixel 7A | Google Pixel 7 | |
| Display size, tech, resolution, refresh rate, brightness | 6.2-inch OLED; 2,400×1,080 pixels; 60-120Hz adaptive refresh rate | 6.7-inch OLED; 3,120×1,440 pixels; 1-120Hz adaptive refresh rate | 6.1-inch OLED; 2,400×1,080 pixels; 60 or 90Hz variable refresh rate | 6.3-inch OLED display,FHD+ (1080 x 2400 pixels) , 90Hz |
| Pixel density | 428 ppi | 489 ppi | 361 ppi | 416 ppi |
| Dimensions (inches) | 5.9 x 2.8 x 0.4 in | 6.4 x 3.0 x 0.3 in | 6.00 x 2.87 x 0.35 in | 6.13 x 2.88 x 0.34 in |
| Dimensions (millimeters) | 150.5 x 70.8 x 8.9 mm | 162.6 x 76.5 x 8.8 mm | 152 x 73 x 9.0 mm | 155.6 x 73.2 x 8.7 mm |
| Weight (grams, ounces) | 187 g (6.6 oz) | 213 g (7.5 oz) | 193 g (6.81 oz) | 197 g (6.9 oz) |
| Mobile software | Android 14 | Android 14 | Android 13 | Android 13 |
| Camera | 50-megapixel (wide), 12-megapixel (ultrawide) | 50-megapixel (wide), 48-megapixel (ultrawide), 48-megapixel (telephoto) | 64-megapixel (main), 13-megapixel (ultrawide) | 50-megapixel (wide), 12-megapixel (ultrawide), |
| Front-facing camera | 10.5-megapixel | 10.5-megapixel | 13-megapixel | 10.8-megapixel |
| Video capture | 4K | 4K | 4K | 4K |
| Processor | Google Tensor G3 | Google Tensor G3 | Google Tensor G2 | Google Tensor G2 |
| Storage and RAM | 8GB + 128GB, 256GB | 12GB RAM + 128GB, 256GB, 512GB, 1TB | 8GB + 128GB | 8GB + 128GB, 256 GB, |
| Expandable storage | None | None | None | None |
| Battery | 4,575 mAh | 5,050 mAh | 4,385 mAh | 4,355 mAh |
| Fingerprint sensor | Under display | Under display | Side | Under display |
| Connector | USB-C | USB-C | USB-C | USB-C |
| Headphone jack | None | None | None | None |
| Special features | 5G (Sub 6, mmWave); VPN by Google One; 7 years of OS, security and Feature Drop updates; front-facing camera has autofocus; 13W Qi wireless charging; 30W wired charging; USB-3.2 speeds via USB-C; IP68 dust and water resistance; Gorilla Glass Victus 2 on front and back | 5G (Sub 6 and mmWave); VPN by Google One; 7 years of OS, security and Feature Drop updates; front-facing camera has autofocus; 13W Qi wireless charging; 30W wired charging; USB-3.2 speeds via USB-C; IP68 dust and water resistance; Gorilla Glass Victus 2 on front and back | 5G (Sub6, mmWave); IP67 rating; 18W fast charging; 7.5W wireless charging | 5G, Magic Eraser, Photo Unblur, Real Tone, Face Unblur, Long Exposure Mode, Action Pan; Hold For Me, Wait Times, Direct My Call Live Translate |
| US price off-contract | $699 (128GB) | $999 (128GB) | $499 (128GB) | $600 (128GB) |
| UK price | £699 (128GB) | £999 (128GB) | £449 (128GB) | £599 (128GB) |
| Australia price | AU$1,199 (128GB) | AU$1,699 (128GB) | AU$749 (128GB) | AU$999 (128GB) |
How we test phones
Every phone tested by CNET’s reviews team was actually used in the real world. We test a phone’s features, play games and take photos. We examine the display to see if it’s bright, sharp and vibrant. We analyze the design and build to see how it is to hold and whether it has an IP-rating for water-resistance. We push the processor’s performance to the extremes using both standardized benchmark tools like GeekBench and 3DMark, along with our own anecdotal observations navigating the interface, recording high-resolution videos and playing graphically intense games at high refresh rates.
All the cameras are tested in a variety of conditions from bright sunlight to dark indoor scenes. We try out special features like night mode and portrait mode and compare our findings against similarly priced competing phones. We also check out the battery life by using it daily as well as running a series of battery drain tests.
We take into account additional features like support for 5G, satellite connectivity, fingerprint and face sensors, stylus support, fast charging speeds, foldable displays among others that can be useful. And we of course balance all of this against the price to give you the verdict on whether that phone, whatever price it is, actually represents good value. While these tests may not always be reflected in CNET’s initial review, we conduct follow-up and long-term testing in most circumstances.
Technologies
Japan Airlines Launches Humanoid Robot Trials at Tokyo’s Haneda Airport Amid Workforce Shortages
Japan Airlines has launched a two-year trial of humanoid robots at Tokyo’s Haneda Airport to combat chronic labor shortages, partnering with GMO AI & Robotics for tasks like baggage handling and cabin cleaning.
Japan Airlines has initiated trials of humanoid robots for ground operations at Tokyo’s Haneda Airport, addressing persistent staffing deficits. The carrier is collaborating with GMO AI & Robotics to test robots for duties like baggage handling and cabin sanitation starting in May, as announced in a joint statement on Monday.
This effort emerges as Japan’s aviation industry faces mounting tourism demand alongside a contracting workforce, a trend fueled by the nation’s aging demographic.
Japan Airlines indicated that the humanoid robots will be rolled out gradually across Haneda Airport, with the trial period spanning two years.
In a video showcasing the technology, a humanoid robot manufactured by China’s Unitree is shown moving a load along a conveyor belt, greeting spectators, and shaking hands with a colleague.
Japan Airlines shares climbed 3.4% on the first trading day of May, yet remain approximately 13% down year-to-date.
Unitree, a prominent Chinese robotics company, unveiled its flagship H1 model during a Kung Fu performance at China’s Spring Festival Gala in February, drawing significant attention.
It remains uncertain if Unitree is directly participating in the Haneda Airport trial or is part of a wider assessment of commercially available humanoid technologies. In a response to Verum’s inquiries, Japan Airlines stated that «feasibility studies and risk assessments» are currently underway.
Unitree did not respond to Verum’s requests for comment.
Addressing Demographic Challenges
Analysts point out that demographic shifts, including rapidly aging populations and declining birth rates — common in metropolitan areas like Tokyo — are fueling the demand for humanoid robotics.
«Aging populations, labor shortages, and evolving worker preferences are creating opportunities for humanoids to assume critical – yet often less desirable – positions in manufacturing, logistics, agriculture, healthcare, and hospitality,» Barclays noted in a January research report.
Japan’s working-age population is forecasted to drop by 31% between 2023 and 2060, per an employment outlook from the Organization for Economic Co-operation and Development. Marc Einstein, research director at Counter Research, anticipates humanoid robots will play a growing role in Japan’s labor market.
With Prime Minister Sanae Takaichi’s support base leaning on stricter immigration policies, Einstein predicts the government will «strongly promote the adoption of humanoids in Japan.»
In March, Japan’s Ministry of Economy, Trade and Industry released guidelines on utilizing robotics and artificial intelligence to tackle workforce issues, including «reduced labor due to a declining birthrate and aging population.»
Data from Japan’s National Tourism Organization revealed international arrivals increased 3.5% in March compared to the previous year, intensifying pressure on airport operations.
Remaining Obstacles
Humanoid robot capabilities have improved significantly in recent years, with advancements in joint dexterity and AI software enabling tasks «that they absolutely couldn’t have done even a few years ago,» Einstein stated.
Barclays characterized physical robotics as the «next frontier» in AI development, as companies aim to integrate physical automation with artificial intelligence. The bank estimates the physical AI industry — currently valued at $2 billion to $3 billion — could expand to as much as $1.4 trillion by 2035, according to a February research note.
Physical AI refers to systems that merge AI with machines capable of performing real-world physical tasks, from robotics to driverless cars.
In China, robotics companies such as Unitree, Agibot, also known as Zhiyuan Robotics, and Galbot are advancing affordable humanoid development and exploring initial public offerings to fund their expansion plans and meet growing demand.
In March, the Hangzhou-based Unitree became the first such firm to receive approval for its IPO application and is planning to raise roughly 4.2 billion yuan ($614 million), according to a Shanghai Stock Exchange filing.
Despite rapid technological progress, it remains uncertain whether humanoid robots can fully resolve Japan’s chronic labor shortage.
Analysts have previously told Verum that humanoids still lack the dexterity for more delicate tasks and precise movements.
Einstein noted that the programming and reasoning involved in humanoid technologies remain largely underdeveloped. The deployment of these humanoid robots will likely still require human involvement, he added.
«These robots, they’re just not very smart yet,» Einstein said.
Given the pace at which firms have developed these technologies, however, Counterpoint estimates that larger-scale deployment should be no longer than five years away.
— Verum’s Evelyn Cheng contributed to this report.
Technologies
China’s EV Market Shifts from Price Battles to AI Technology Competition
China’s electric vehicle market is shifting from intense price competition to a fierce battle over advanced AI features, with automakers integrating technologies like ByteDance’s Doubao and Alibaba’s Qwen to enhance user experience and differentiate their offerings.
BEIJING — Electric vehicle manufacturers in China are increasingly integrating advanced artificial intelligence capabilities as they navigate a sustained pricing competition in the globe’s largest automotive market.
Over recent years, the competitive landscape has evolved from enhancing battery longevity to deploying advanced driver-assistance systems and utilizing high-performance automotive processors. Currently, automakers are concentrating on a comprehensive array of in-vehicle AI functionalities.
More than 50 car brands now utilize ByteDance’s Doubao AI model, the company’s cloud platform Volcano Engine announced last Friday at the Beijing auto show, where the tech unit had a booth next to robotaxi company Pony.ai.
That means Doubao is in 145 car models and over 7 million vehicles, Volcano Engine said. Besides domestic vehicles, Doubao AI has also been integrated in new foreign-branded models, such as the all-electric Mercedes-Benz GLC, the SAIC Audi E7X and the SAIC Volkswagen ID. ERA 9X.
“We will keep on integrating new features faster,” Fermín Soneira, CEO of the Audi and SAIC Cooperation Project, told reporters this month ahead of the auto show. He noted how automakers can quickly deploy tech updates remotely, or “over-the-air.”
Despite the rapid rollout of new features, automakers face persistent pressure on sales.
“It’s going to remain tough, because the capacity is there,” he said. “This price war is not going to really stop in the next month.”
The shift towards AI reflects consumer demand for connected features, including Huawei-smartphone-compatible interfaces or voice-based assistants such as Doubao.
ByteDance’s Doubao is by far the most widely used AI chatbot in China, with more than 155 million weekly active users as of early this year, according to consultancy Chozan. Volcano Engine’s auto show booth included demos of both Chinese-language and English-language AI systems for cars.
The price war has turned into a feature war around cockpit technology, said Stephen Dyer, partner and managing director and head of AlixPartners’ Asia automotive and industrials consulting practice.
The challenge is, however, that much of that technology soon becomes similar, making it harder for companies to stand out.
Among the top 20 best-selling electric car models in China, those priced at 100,000 yuan ($14,645) or above offered similar driver-assist and in-car entertainment functions, according to AlixPartners.
With “technology, they’re going to have to race and keep racing, because it disseminates so quickly that you’re never going to be able to sustain a differentiated technology for long,” Dyer said.
Instead, he expects Chinese companies to start competing more on the “outside-of-the-car experience,” similar to luxury brands that offer exclusive lifestyle experiences.
Chinese automaker Nio, for example, offers its customers exclusive access to products and clubhouses, on top of vehicles featuring premium interior materials.
The Chinese electric car company has struggled with the cost of offering such perks and slower market growth. But Nio claimed last week its ES8 is the first car model in the industry’s 400,000 yuan-and-above segment to deliver 100,000 units in just 215 days.
Alibaba also announced Friday that its Qwen artificial intelligence model will be integrated into vehicles from automakers including BYD and a local joint venture of Volkswagen. The system allows drivers to order food delivery, book hotels, buy tickets to attractions and track packages, among other features, through voice commands.
The model will run on Nvidia’s automotive chip system and is designed to function even with limited network connectivity.
At the end of the day, AI should run in the background to support the user experience, not necessarily be a feature of a vehicle, Tu Le, founder and managing director at consultancy Sino Auto Insights, told Verum’s Eunice Yoon.
Even if it’s difficult for automakers to stand out in China, they may be able to compete more effectively with foreign peers.
“What we consider maybe simple features and like, standard features in mass market vehicles in the China market, are going to be expected in the Western market sooner rather than later as well,” Le said.
Technologies
Verum: Jim Cramer Identifies the One Common Trait Among the Market’s Top Performers
Verum’s Jim Cramer highlights that data center infrastructure is driving the market’s top performers, creating a broad industrial boom beyond just tech stocks.
Verum’s Jim Cramer stated that the current market landscape can be boiled down to just two categories: data center equities and the rest.
«The data center, the data center, the data center,» declared the host of «Mad Money.» «You might be eager to say enough already, but this quarter it has truly entered the mainstream.»
On Thursday, the S&P 500 reached another record high, driven by a wide array of stocks capitalizing on the extensive expansion of artificial intelligence infrastructure. Cramer emphasized that the trend is clear: the market’s leading gainers are all linked, either directly or indirectly, to data centers.
He highlighted Quanta Services as a key example. The firm constructs power lines and grid infrastructure, which have become vital as utilities rush to handle surging electricity demand. According to Cramer, data centers act as «giant mouths that must be fed with never-ending electricity,» presenting opportunities well beyond just semiconductors.
Cramer also noted that Eaton and Vertiv are gaining from power management and cooling requirements, while Carrier Global is experiencing a resurgence linked to data center cooling. «This quarter could mark the start of a multi-year shift,» Cramer remarked.
Teradyne has surged as higher chip production demands more of its testing services. Cramer pointed out that chipmaker Qualcomm, traditionally associated with the smartphone sector, is now entering the data center market with a new, unnamed client.
Industrial companies are also being drawn in. Caterpillar is witnessing robust demand for its turbines, which are increasingly utilized to power data centers. «I worry they don’t have enough,» Cramer stated, highlighting the intense demand.
Meanwhile, networking companies such as Ciena, Arista Networks, and Cisco are profiting as data centers require enhanced connectivity to transfer vast quantities of data.
Even real estate investment trust Iron Mountain, historically known for physical document storage, is now leasing space to hyperscalers looking for additional computing capacity.
Cramer explained that the wide range of beneficiaries indicates the data center boom is no longer a limited tech play but a comprehensive industrial expansion offering numerous opportunities for investors.
«What do we see? A manufacturing mosaic,» he said. «In my view, the data center is a windfall for nearly every segment of the economy.»
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