Hyperscaler AI spending could slow down if Oracle shows 'discipline'

Hyperscaler AI spending could slow down if Oracle shows 'discipline'

CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.

Jimmy Cramer says Oracle has the power to crash hyperscaler AI capex boom

Jimmy Cramer went straight at the AI spending war by saying Oracle could be the one company that forces the entire hyperscaler world to slow down. He said Oracle’s role in the OpenAI partnership puts real pressure on how the AI build-out moves forward, and he argued that the company needs “discipline” before things spin out.He pointed to Oracle’s debt and said the bond market will eventually push the firm to step back. “Oracle already has a huge…