Renowned financial commentator Jim Cramer noted that the AI boom is causing many seemingly diversified investment portfolios to become more concentrated. He cited Caterpillar as an example, whose power generation business revenue surged by 29% and stock price rose by 90% in the past year, partly due to data center demand, making it no longer a pure industrial stock. Additionally, Generac's data center backlog reached $1.6 billion, and Micron Technology's stock price has increased by 228% year-to-date, both indicating that AI infrastructure demand is hidden in less obvious stocks. Cramer suggested truly diversifying portfolios by allocating to stocks unrelated to AI capital expenditures, such as TJX and Wells Fargo.