[Digital Today reporter Jinju Hong] A forecast says companies' push to invest in artificial intelligence is unlikely to waver significantly even as controversies over AI safety grow.

On Sept. 16 (local time), CNBC reported that Jim Cramer said he would maintain his existing investment stance on data centre-related stocks.

Cramer said he sees a high chance that AI spending will keep going after attending Salesforce's annual Dreamforce event in San Francisco and talking with executives at major AI companies. Debate is growing over whether the AI industry is accelerating the pace of developing powerful models too quickly, he said. But he said actual investment execution is unlikely to be easily derailed.

The backdrop is an issue raised by Anthropic CEO Dario Amodei (다리오 아모데이). In a post released over the weekend, Amodei argued that frontier AI labs should slow the pace of model development to buy time for safety measures to catch up. That has sharpened a face-off between the industry's development race and safety concerns.

Cramer, however, leaned toward the sustainability of continued investment based on revenue models. "Anthropic and OpenAI are increasing revenue thanks to large-scale investment," he said. "Spending will continue rapidly." He added that the companies "will not slow down an important part of the business" and said "there is too much money at stake to stop now."

He linked the remarks to broader AI infrastructure investment. Cramer said companies that make components for data centres could become buys again after shocks related to the U.S. Federal Reserve fade. As long as the competition to develop AI models continues, he said demand across the data centre ecosystem, including servers, networks and storage devices, could also be sustained.

Cramer did not deny safety concerns themselves. He acknowledged the risks raised by Amodei and said additional safety measures may be needed. But he said such concerns are not enough to derail the flow of AI investment itself.

He also mentioned the possibility that the spread of AI could stimulate demand in other technology areas. Cramer said higher-performing AI agents could further increase demand for cybersecurity. "Palo Alto, Okta and CrowdStrike need to stay a step ahead of attackers," he said. "Historically, that has been a safe bet."

The industry mood he saw at Dreamforce was similar. Cramer said he directly asked several executives whether they should prepare for the long-term risks of AI. "I felt we have some time left to fix the problem," he said. "But we have to fix it no matter what."

The remarks show that even as debate over AI safety regulation spreads, the market's immediate focus is on the sustainability of investment and infrastructure demand rather than on whether development will stop. They also indicate that as the AI model race continues, data centres and cybersecurity could become linked as key points to watch.