Jim Cramer Commented on 12 Stocks Linked to Data Centers

5. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders: 262

Cramer noted that tech titans like Meta Platforms, Inc. (NASDAQ:META) have a need for data centers and said:

“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.”

Meta (NASDAQ:META) creates products that facilitate global communication through platforms such as Facebook, Instagram, Messenger, and WhatsApp, along with augmented and virtual reality hardware, software, and content. In early February, Cramer highlighted the company’s involvement in the Stargate project and said:

“Now we got some huge data center announcements from Microsoft [and] Meta last month, then Oracle, SoftBank, and OpenAI teamed up to form something called Stargate with a $500 billion AI infrastructure plan that was announced at the White House on President Trump’s first full day in office… but then DeepSeek happened and Wall Street’s now trying to figure out if the Tech Titans have been spending way too much money on AI hardware.”