Jim Cramer names companies and sectors poised to rally on the AI wave

CNBC’s Jim Cramer on Wednesday said artificial intelligence is going to be essential to big market rallies over the next few years.

“This technological revolution is crossing all barriers, even potentially becoming the heart of our national security apparatus, so we’d be like ostriches with our heads in the sand if we don’t address it,” he said. “I think it could potentially be the key to making the biggest money over the next half-decade.”

The amount of construction needed to build new data centers is part of the reason stocks like Caterpillar are performing well, he said. And according to Cramer, power management company Eaton is also seeing gains because of the demand to help power grids deal with all of this excess electricity. Vertiv is doing well because it helps take care of wiring in data centers, he added.

Companies that parse and manage data like Salesforce and ServiceNow
are also poised for success, he said. Cramer also pointed out that sustainable power generation utilities like Constellation Energy are crucial for the new technology, as well as natural gas companies like Enbridge $NVIDIA(NVDA.US)$ $Caterpillar(CAT.US)$ $Eaton(ETN.US)$ $Salesforce(CRM.US)$ $ServiceNow(NOW.US)$