In a Thursday segment on CNBC's Mad Money, Jim Cramer highlighted a lesser-known side effect of the AI boom: a surge in web traffic that needs to be managed. He said the explosion of traffic from AI agents means "somebody needs to help us keep the internet running smoothly," creating a growth opportunity for the companies that perform that role.
Cramer referred to three "internet traffic cop" stocks that stand to benefit, but he was clear that only one of them is a buy at this time. The excerpt does not name the three companies or specify which one he favors, so investors would need to watch the full segment for those details.
This is a single-source report, so there are no differing views to compare. The key takeaway is that Cramer sees AI's infrastructure demands as a potential investment theme, but he is urging selectivity rather than buying the whole group.