Cramer says these 4 stocks are 'very clear winners' of the AI data center buildout

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Eaton Corporation PLC Berita

Trane Technologies PLC,Trane Technologies PLC,GE Vernova Inc

BlackRock and Microsoft have partnered to help raise up to $100 billion to invest in AI infrastructure.

BlackRock and Microsoft are teaming up to raise up to $100 billion to develop data centers for AI and the energy infrastructure needed to power them — an initiative that will benefit stocks that support the buildout. That list includes Vertiv , GE Vernova, Trane and Eaton , which Jim Cramer described as "all very clear winners" of the increased spending on the fast-growing technology.

Executive Chairman and CEO of Microsoft Corporation Satya Nadella speaks during the "Microsoft Build: AI Day" event in Bangkok, Thailand, May 1, 2024.

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