Jim Cramer said he remains bullish on AI spending and data-center stocks after speaking with senior AI executives during Salesforce's Dreamforce conference. He said revenue growth at Anthropic and OpenAI showed neither company was likely to materially reduce investment, while arguing the industry has time to improve safety without halting development. Cramer said data-center component makers could become attractive once concerns about Federal Reserve policy ease, and that increasingly autonomous AI agents are expanding attack surfaces for cybersecurity companies including Palo Alto Networks, Okta and CrowdStrike. His comments followed an earlier warning that a slowdown could hurt Nvidia and the trimming of Corning from his charitable trust. The shift came after Anthropic CEO Dario Amodei urged frontier AI labs to slow capability development, a position supported by OpenAI CEO Sam Altman and Elon Musk of xAI. AI-linked shares fell Monday, including declines of 3% each for Nvidia and Broadcom, 5% for Advanced Micro Devices, 7% for Intel and 8% for Marvell Technology.