Companies outside of tech need data center exposure, Jim Cramer says

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Companies outside of the tech sector would benefit from some involvement in the data center boom, CNBC's Jim Cramer suggested on Wednesday, using recent earnings from manufacturer Caterpillar as an example.

He said the Federal Reserve's decision to lower interest rates by 25 basis points is positive for a broad swath of companies in the "real economy," a term he used to group some types of business activity beyond the AI boom. But he indicated the cut might not be enough really boost stocks.

"This rate cut is great news for the so-called real economy," Cramer said. "But as you can see from Caterpillar, the best-performing companies in the real economy are the ones that also have a ton of exposure to the da