tech

December 20, 2025

Data center stocks can get on track if OpenAI raises money, Jim Cramer says

CNBC's Jim Cramer on Friday explained how he thinks the data center sector can regain its footing on the market.

Data center stocks can get on track if OpenAI raises money, Jim Cramer says

TL;DR

  • Jim Cramer believes OpenAI needs to raise substantial funds to pay Oracle, a key partner.
  • The data center sector has faced pressure due to hyperscalers' infrastructure spending scrutiny.
  • OpenAI's commitment to pay Oracle over $300 billion has raised concerns, especially after Oracle's large bond sale.
  • Cramer suggests OpenAI should raise $200 billion at a trillion-dollar valuation to meet its financial obligations.
  • Successful funding for OpenAI could lead to continued spending on infrastructure, boosting data center stocks.
  • If OpenAI fails to raise enough money, the data center sector is likely to fall back down.

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