Jim Cramer, the host of CNBC’s “Mad Money,” expressed his concern about the rapid pace of data center and utility station construction in a recent post.



<h2>Cramer Flags Data Center Boom</h2>



Cramer took to X on Monday to compare the current pace to the frenzy surrounding hot IPOs, pointing out that major tech companies like Open AI, Meta Platforms (NASDAQ:META), Google (NASDAQ:GOOG) (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN) are all vying for a significant share of the market.



He wrote, “We just can’t build all the data centers and utility stations we need. It all has to slow down… “



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div>
<blockquote>We just can't build all the data centers and utility stations we need. It all has to slow down… They have become like hot ipos. Open Ai, Meta, Google, Microsoft, Amazon, they are all putting in for 10% of the deal!— Jim Cramer (@jimcramer) December 16, 2025</blockquote>
</div></figure>



See Also: Nvidia’s Depreciation Time Bomb: Jim Chanos Warns Of ‘Massive Financial Risk’ For CoreWeave, Oracle



<h2>Experts Divided Over Data Center Construction</h2>



Cramer’s post also underscores the increasing demand for data centers and utility stations, a demand that is being driven by the rapid growth of the tech industry. This growth has been further fueled by major deals and expansions, such as Google’s recent $6.4 billion investment in Germany for AI and data center expansion.



However, some industry leaders advocate for more data center construction in the U.S. For instance, investor Kevin O’Leary recently warned that the country is falling behind China in data center construction due to slow permit approvals. 



Nvidia CEO Jensen Huang also echoed concerns about U.S. infrastructure delays, saying it takes about three years to build a U.S. data center into an AI supercomputer, while China can construct major facilities like hospitals in a single weekend, underscoring China's faster execution and efficiency.



Analysts have also pointed out that the fundamental drivers of AI growth will be data center expansion and access to power, rather than financing schemes. This indicates that the pace of construction is a critical factor in the industry’s future growth.



READ NEXT:



<ul>
<li>Jim Cramer Says It’s ‘Time To Sell’ This AI Infrastructure Stock Amid Steep Pullback, Despite New Partnerships, Bullish Analyst Ratings</li>
</ul>



Image via Shutterstock



Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

GOOGL

GOOG

AMZN

META

Jim Cramer, host of CNBC's "Mad Money," warns that the rapid construction of data centers and utility stations, driven by tech giants like Open AI, Meta, Google, Microsoft, and Amazon, may be unsustainable. He compares the boom to the frenzy of hot IPOs, suggesting a slowdown is necessary. Cramer highlights the demand for data centers due to tech industry growth, while others point to U.S. infrastructure delays compared to China's efficiency. Analysts emphasize data center expansion and power access as key drivers for AI growth.

- Jim Cramer expressed concerns about the rapid construction of data centers and utility stations, comparing it to the frenzy of hot IPOs.  
- He highlighted the intense competition among major tech companies for market share, citing that the current pace of construction cannot meet demand.  
- The article also notes a divide among experts, with some advocating for more infrastructure development in the U.S. due to concerns about falling behind China in construction efficiency.

Jim Cramer Compares AI Data Center To IPO Frenzy, Warns Boom May Be Unsustainable: 'It All Has To Slow Down…'