Jim Cramer Warns About the AI Data Center Trade. What It Means for Nvidia and Broadcom
A 247wallst.com article by Chris Lange reports Jim Cramer's November 10 CNBC warning that investors "do not want to be that linked to the data center yet," saying he is staying out of the AI infrastructure trade for now. It weighs Nvidia's data-center dependence, $279 billion in supply obligations, and sliding stock against Broadcom's AI growth, Hock Tan's deployment worries, and both stocks' valuations.
