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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<p>This Cookie Notice («Notice») outlines how Versant Media LLC and its affiliated companies («Versant,» «our,» «us,» or «we»), alongside our partners including advertisers and vendors, utilize cookies and comparable tracking technologies across our websites, applications, and other online services (the «Services»). This Notice offers additional details regarding the nature of these technologies, the reasons for their use, and your available options, and forms part of the Versant Privacy Policy accessible here. For a comprehensive understanding of how Versant handles your personal data, you should review both the Privacy Policy and this Notice. Please note that disabling cookies may prevent you from accessing various features designed to enhance your guest experience, and certain Services may not operate correctly.
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