Do Cloud Leaders Retain Their Dominance Despite Semiconductor Breakthroughs?
All three major cloud service providers, Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), have announced recent partnerships with Nvidia (NASDAQ: NVDA) with its new H100 GPUs and other clouding solutions. With similar hardware, what advantages do these cloud titans now have over each other? Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.
*Stock prices used were the market prices of March 23, 2023. The video was published on March 24, 2023.
Source Fool.com