Jim Cramer Warns Against AI Compute Cutbacks After Alibaba's Joe Tsai Calls Data Center Boom A Bubble: 'It Would Be Horrendous' - Alibaba Gr Hldgs (NYSE:BABA), Amazon.com (NASDAQ:AMZN)
1. Jim Cramer warns against reducing U.S. AI computational capabilities. 2. Cramer emphasizes importance of AI infrastructure for U.S. leadership. 3. Comments from Alibaba's Tsai suggest potential data center bubble. 4. Gene Munster suggests ongoing infrastructure spending for AI development. 5. Goldman Sachs predicts $305 billion in AI investments by 2025.