CNBC host Jim Cramer has endorsed a new J.P. Morgan report suggesting that physical and financial limits—not a market crash—will naturally curb the massive spending by tech giants on artificial intelligence (AI).The ‘Gating’ FactorCramer, responding to Michael Cembalest's “Smothering Heights” annual outlook, argued that fears of an AI bubble akin to the dot-com era lack nuance.Instead of a valuation collapse, Cramer pointed to “electric power gating” as the primary force that will stop hyperscalers from ove ...