Jim Cramer: Anthropic Is the Winner as Enterprises Slash Tech Budgets
Jim Cramer stated on CNBC's Squawk on the Street that Anthropic is the real winner in the enterprise AI wave, profiting from work with Salesforce and others. This comes as enterprises move to cut their tech budgets in half.
Financial commentator Jim Cramer said on CNBC's Squawk on the Street on July 9, 2026, that AI startup Anthropic is the biggest winner in the current enterprise AI wave. Cramer noted that Anthropic is actually making money from working with companies like Salesforce (CRM), emphasizing that the model layer is the real profit engine.
Details
Cramer explained that enterprises are moving to cut their tech budgets in half, pushing them to seek more efficient AI solutions. He added that Anthropic, the developer of the Claude model, benefits from this trend through partnerships with major tech companies such as Salesforce.
Context
Cramer's comments come at a time when stocks like CrowdStrike (CRWD) and Starbucks (SBUX) are experiencing volatility, though he did not directly mention these companies. Anthropic faces strong competition from OpenAI and Google.
What It Means for Investors
Cramer's remarks suggest that investors may focus on AI companies that offer practical solutions for enterprises, especially those that help reduce costs. However, caution is warranted as Cramer's views reflect his personal opinion.
Frequently Asked Questions
Found this useful? Share it