Jim Cramer Warns Of Potential ‘Cracks’ In AI Data Center Market

• OpenAI has expanded infrastructure through major deals with AWS, Microsoft Azure, CoreWeave, and Oracle in 2025.
• It has also secured supply agreements with Nvidia and AMD to build out its compute power.
• The company projects profitability by 2029, with revenues exceeding $200 billion by 2030.

Jim Cramer on Monday said that there is market chatter about “cracks” in the data center trade and that a slowdown may be on the horizon. 

The CNBC ‘Mad Money’ host indicated that on one end, rapid advancements in AI, particularly initiatives like OpenAI, underpin strong demand forecasts, and on the other, elevated development costs, power constraints, and oversupply risks loom. “The fact is that the spend is strong, the bulls just want OpenAI to spend within its means. But it doesn't seem to have enough,” he said in a post on X.

On Stocktwits, retail sentiment around OpenAI, which is not a publicly traded stock, was in the ‘bearish’ zone on Monday morning. 

OpenAI Pushes For Compute In 2025

In a push to expand its computing power, OpenAI has rapidly expanded its infrastructure and strategic partnerships in 2025. The company signed a $38 billion, seven-year cloud contract with Amazon Web Services (AWS), securing scalable access to Nvidia (NVDA) GPUs for training large language models. 

To diversify capacity, OpenAI inked a $22.4 billion multi-phase deal with CoreWeave (CRWV), a specialized AI data center operator, while a $300 billion, five-year arrangement with Oracle (ORCL) supports new AI data centers across multiple U.S. states.

Leading chipmakers have also partnered closely with OpenAI. Nvidia is expected to invest up to $100 billion incrementally, integrating AI-specific GPUs through the Vera Rubin platform. Advanced Micro Devices (AMD) signed a $90 billion agreement to supply GPUs, with warrants granting OpenAI potential ownership of up to 10%.

Earlier this year, OpenAI raised $40 billion at a $300 billion valuation, followed by a $10 billion employee share sale valuing the company at $500 billion. Despite an estimated $8 billion cash burn in 2025, OpenAI projects profitability by 2029, with revenues exceeding $200 billion by 2030.

Read also: OpenAI Reportedly Exploring Consumer Healthcare Push With AI Assistants And Data Tools

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