Nucor (NUE) Is The Only One That Can Provide Steel At Scale For Data Centers, Says Jim Cramer

Core Insights - Nucor Corporation (NYSE:NUE) is positioned to benefit from the growth in AI data center construction, as it is the only company capable of providing steel at scale for these facilities [2] Group 1: Company Overview - Nucor Corporation is one of the largest steel companies in America [2] - The company has been frequently discussed by Jim Cramer, particularly regarding the impact of Chinese steel flooding the US market [2] Group 2: Market Position and Demand - Jim Cramer highlighted that Nucor can meet the demand for steel in the data center construction boom, despite some concerns about short-term performance [2] - Cramer noted that orders for steel from companies like Nucor are strong, indicating a robust demand environment [2] Group 3: Investment Perspective - While Nucor is seen as a potential investment opportunity, there is a belief that certain AI stocks may offer higher returns with limited downside risk [2]