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Jim Cramer Warns of AI Bubble Risks in Tech

12/18/2025

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Summary

Story summary

Jim Cramer warned that "Lazy Susan" deals among tech firms resemble dotcom-era circular transactions that triggered market crashes.
He cited Amazon's potential $10 billion investment in OpenAI for AI chips as evidence of rising AI spending that could fuel an AI bubble.
He praised Blue Owl Capital for withdrawing from a $10 billion Oracle data center project, arguing discipline is needed in tech investing.

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Story summary

Jim Cramer warned that "Lazy Susan" deals among tech firms resemble dotcom-era circular transactions that triggered market crashes.
He cited Amazon's potential $10 billion investment in OpenAI for AI chips as evidence of rising AI spending that could fuel an AI bubble.
He praised Blue Owl Capital for withdrawing from a $10 billion Oracle data center project, arguing discipline is needed in tech investing.