Back to today’s briefing

Story perspectives

Cramer: AI/Data-Center Boom Boosts Semis, Cloud, Infrastructure

5/6/2026

45 9 Full Breakdown

Summary

Story summary

On May 5, 2026, Jim Cramer said the AI and data-center boom is producing winners as all three indexes closed higher.
He said semiconductor firms are central because data centers need massive computing power.
He noted cloud providers AWS, Azure and Google Cloud profit from rising AI model usage.
He said infrastructure firms such as Visura, GE Vernova, Constellation Energy, Cisco and Corning are AI beneficiaries.

1 of 1

Story summary

On May 5, 2026, Jim Cramer said the AI and data-center boom is producing winners as all three indexes closed higher.
He said semiconductor firms are central because data centers need massive computing power.
He noted cloud providers AWS, Azure and Google Cloud profit from rising AI model usage.
He said infrastructure firms such as Visura, GE Vernova, Constellation Energy, Cisco and Corning are AI beneficiaries.