Jim Cramer Says the Bubble in the Data Center “Burst Two Months Ago for All But Google”

Group 1 - Alphabet Inc. is highlighted as a strong player in the tech industry, particularly in the data center business, amidst discussions of a potential bubble [1] - The company has successfully maintained its dominance in the search category by investing significantly, including a $20 billion annual payment to Apple to secure its status as the default search engine [2] - Alphabet is perceived as the only major winner in the tech sector, especially in the context of competition from other tech companies that are heavily investing to gain market share [2] Group 2 - There is a suggestion that while Alphabet is a strong investment, other AI stocks may present greater upside potential with less downside risk [2]