Cramer Warns Data Center Sector at Risk Amid OpenAI Funding Concerns

Jim Cramer has issued a stark warning about the data center sector's vulnerability if OpenAI fails to secure massive funding. The analyst suggests OpenAI must raise at least $200 billion of the $300 billion it reportedly owes Oracle to stabilize the market. Without this capital infusion, Cramer predicts a potential collapse of data center infrastructure investments.

Wall Street's unease grows as OpenAI's spending clashes with the recent AI stock rally. The Nasdaq Composite's 1.31% Friday gain contrasts sharply with concerns over Oracle's record $18 billion bond sale in September. Cramer insists the timing is critical—OpenAI must capitalize on current market Optimism to secure funding at a $1 trillion valuation.

The analyst maintains cautious optimism about OpenAI's fundraising prospects while acknowledging this moment could temper the company's perceived arrogance. The outcome will determine whether hyperscalers continue investing in data center expansion or retreat from infrastructure commitments.