Do Cloud Leaders Retain Their Dominance Despite Semiconductor Breakthroughs?

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Mar 29, 2023 at 9:00AM

NASDAQ: MSFT

Microsoft

Market Cap

$2,965B

Today's Change

(-2.45%) -$10.02

Current Price

$399.04

Price as of April 25, 2024, 4:00 p.m. ET

Or do semiconductor advancements like Nvidia's GPUs level the playing field?

All three major cloud service providers, Microsoft (MSFT -2.45%), Amazon (AMZN -1.65%), and Alphabet (GOOGL -1.97%) (GOOG -1.96%), have announced recent partnerships with Nvidia (NVDA 3.71%) 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.

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, Microsoft, and Nvidia. Nicholas Rossolillo has positions in Alphabet, Amazon.com, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon.com, Microsoft, and Nvidia. 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 their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.