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Beyond Semiconductors: How Cloud Service Providers Could Win Big in the AI Battle

The top three cloud service providers are bringing AI solutions to developers, which could mean a boost in revenue thanks to the consumption-based business model.

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Mar 20, 2023 at 9:41AM EST

Amazon (AMZN 0.01%), Microsoft (MSFT 0.57%), and Alphabet (GOOGL +0.95%) (GOOG +1.04%) have all announced recent AI updates as technology continues to advance at a fast pace. 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 16, 2023. The video was published on March 17, 2023.

Read Next

About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
TMFJoseNajarro
X@_JoseNajarro

Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Billy Duberstein has positions in Alphabet, Amazon.com, and Microsoft. Jose Najarro has positions in Alphabet and Microsoft. Nicholas Rossolillo has positions in Alphabet and Amazon.com. The Motley Fool has positions in and recommends Alphabet, Amazon.com, and Microsoft. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Alphabet Stock Quote
Alphabet
NASDAQ: GOOGL
$302.84
(+0.95%)+$2.85
Microsoft Stock Quote
Microsoft
NASDAQ: MSFT
$370.64
(-0.60%)-$2.24
Amazon Stock Quote
Amazon
NASDAQ: AMZN
$212.57
(-0.10%)-$0.22
Alphabet Stock Quote
Alphabet
NASDAQ: GOOG
$300.66
(+1.01%)+$3.00

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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