Jim Cramer believes OpenAI must urgently raise at least $200 billion of its $300 billion debt to Oracle to stabilize itself in the data center market. He warns that if OpenAI fails to secure this funding, it could lead to a collapse in the entire data center sector. Cramer highlighted Wall Street’s apprehension regarding OpenAI’s infrastructure spending amidst rising AI stock values, although the Nasdaq Composite recently gained 1.31%. He emphasizes that now is a critical moment for OpenAI to capitalize on market conditions, as raising substantial funds could drive investments in data centers, boosting related stocks. Cramer remains cautiously optimistic about OpenAI’s fundraising potential but acknowledges the risks of its “monster hubris.” Meanwhile, the broader U.S. stock market has seen gains, driven by AI rallies and specific stock surges, reinforcing the importance of AI and tech investments.
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