CNBC Jim Cramer on data centers: “I don’t see any end yet to the buildout”

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Eaton

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Why it worked

The video leverages the authority of Jim Cramer to discuss a trending industry (data centers) and highlights specific companies (Eaton and GE Vernova) that are benefiting from this trend, making it relevant and potentially valuable for investors.

Summary

Jim Cramer discusses the ongoing buildout of data centers and highlights Eaton and GE Vernova as key players in this sector. He praises Eaton's acquisition of Boyd Thermal for liquid cooling solutions and notes GE Vernova's strong performance in providing energy for data centers.

Structure

1Introduction to data center buildout
2Highlighting Eaton and GE Vernova
3Explaining their roles in data centers
4Discussing Eaton's acquisition and GE Vernova's performance
5

Original caption

CNBC's Jim Cramer weighed in on the Investing Club's data center exposure during Thursday's Monthly Meeting. Join the CNBC Investing Club to get more of Cramer's market insights at the #linkinbio or the link on screen. #CNBC #datacenter No fiduciary obligation or duty exists or is created by receiving Investing Club information. No specific outcome or profit is guaranteed. For more information visit cnbc.com/investingclub/disclaimer

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Product placement

CNBC (appears, does not act, removing it would not change what happens in the video) Eaton (acts - it is a company that produces electricity and liquid cooling for data centers, removing it would change what happens in the video) GE Vernova (acts - it is a company that produces electricity and liquid cooling for data centers, removing it would change what happens in the video)

Call to action

Join the CNBC Investing Club to get more of Cramer's market insights at the #linkinbio or the link on screen.

On-screen text

CNBC Jim Cramer on data centers: “I don’t see any end yet to the buildout” CRAMER’S GOING THROUGH THE LATEST FOR THE CHARITABLE TRUST CNBC GE VERNOVA GEV CLUB RATING 1 AVG. BASIS 2.04% LAST TRADE 12/15/25 P/E RATIO 50.6 58.17% CNBC

Transcript

We have more data center exposure than some would think is safe, but I don't see any end yet to the buildout. I think there's much more to come. Eaton and GEV are worth talking about here. That's why, because of the buildout, I like Eaton so much. GE Vernova takes natural gas and turns it into electricity and either passes it on to Eaton for transmission into the data center, right into the data center itself. They are partners and competitors. I like an acquisition that Eaton made, Boyd thermal, recently liquid cools data centers. It's competitive. Fantastic. GE Vernova had an amazing quarter that didn't get talked about enough. They are the de facto energy maker for most data centers and are expanding their business as fast and as prudently as they can. I am content of both positions for the portfolio given their runs. This new CEO of Eaton, by the way, Paolo Ruiz. I mean, he's something. I really like the guy.