Jim Cramer Commented on 12 Stocks Linked to Data Centers

7. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 317

Cramer made a note of a link between the needs of companies like Microsoft Corporation (NASDAQ:MSFT) and data centers.

“Suddenly the data center feels fragile. The tech titans, Amazon, Alphabet, Meta, Oracle, Microsoft, throw in Tesla, have been dependent on this data center and the spend.”

Microsoft (NASDAQ:MSFT) creates software, services, devices, and solutions, encompassing productivity tools, cloud services, enterprise applications, gaming, as well as products for both consumers and businesses. More recently, in January, Cramer noted the company’s data center buildout as he said:

“How about two wild cards? First is Microsoft. Now, this has become a battleground stock because its aggressive data center build-out, so far failed AI PC, got a call ‘em as I see ‘em, a possible fallout with OpenAI, and the possibility that Copilot is nothing but Clippy 2, yes, that little paperclip that almost ruined Microsoft Office in the late nineties. I keep trying to figure out how CFO Amy Hood can be positive on her part of the conference call, which is really frankly the only part of the conference call that matters because she handles the guidance.

And the guidance is the guidance. We pared this one back for the Charitable Trust and if it weren’t for the fact that Microsoft has an installed base to meet demand, I have to tell you, we would’ve sold our entire position.”