Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

The recent rally has broken many records, and even as AI stocks have cooled after the DeepSeek spook, many stocks continue to trade at nosebleed valuations. Retail investors have been flooding into the markets and companies are repositioning their shares for maximum appeal in the current market.

To compile our list of Jim Cramer’s bold predictions about AI stocks, we scanned the stocks he mentioned in Mad Money and Squawk on the Street as far back as September 2024. Then, we picked out AI stocks and ranked them by the number of hedge funds that had bought the shares in Q3 2024.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where autonomous vehicle regulations are concerned.

Oracle Corporation stock price is soaring, fueled by excitement over a transformative initiative in artificial intelligence infrastructure.