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Jim Cramer says Big Tech cannot afford to be cheap on AI spending

By CNBC May 06, 2026 Bullish
Jim Cramer says Big Tech cannot afford to be cheap on AI spending
CNBC's Jim Cramer argues the demand for computing power already exists and companies are racing to keep up. He pointed to Amazon Web Services as evidence that companies failing to aggressively expand data center capacity risk losing business to rivals like Microsoft and Alphabet.
CNBC's Jim Cramer argues the demand for computing power already exists and companies are racing to keep up. He pointed to Amazon Web Services as evidence that companies failing to aggressively expand data center capacity risk losing business to rivals like Microsoft and Alphabet.