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The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford
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Jim Cramer said Monday that growing political opposition to data center construction is shifting the advantage toward the largest technology companies at the expense of smaller, speculative developers.
"The data center thesis, perhaps the greatest investment theme in a generation, is now under attack and it may never be the same," the "Mad Money" host said on CNBC. Cramer cited Pennsylvania and Texas as illustrations of the trend, noting that both states' governors, once advocates for data center growth, have lately demanded more stringent conditions on new projects.
