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Jim Cramer: Amazon to Be First Customer to Deliver Huge AI Profits

Bullish Gator

Cramer predicts hyperscalers—Amazon, Microsoft, Alphabet—will post spectacular data center results within a year as AI drives significant profitability.

Editorial companion

What stands out

Jim Cramer singled out hyperscalers — Alphabet, Amazon and Microsoft — as early beneficiaries of AI and data‑center demand. For disciplined investors, that focus matters because these three names sit in different fundamental buckets on our scorecard.