Data center stocks drive market gains, expanding beyond tech into industrials and infrastructure.

Jim Cramer highlighted that the stock market is now dominated by two sectors: data center stocks and everything else. The surge in artificial intelligence infrastructure is fueling gains not just in tech but also across industrials, infrastructure, and related sectors like power management, cooling, and networking. Companies such as Quanta Services, Eaton, Carrier Global, and Caterpillar are benefiting from the massive demand for data center support, signaling a broad industrial expansion. This trend may mark the start of a multi-year growth phase tied to the ongoing data center boom.