After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said.

"The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets," he said. "Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or next year."

He pinpointed a difference in the performance of AI companies linked to OpenAI — like Nvidia , Oracle , Microsoft and AMD — and those affiliated with Alphabet — such as Broadcom and Celestica . He said

See Full Page