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AI Demand Straining Cloud Giants: Opportunity for On-Premises Data Centers?

Is AI showing the weakness of the cloud market?

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Apr 19, 2023 at 7:44AM EST

Explore the impact of AI demand on cloud giants like Amazon (AMZN +0.53%), Microsoft (MSFT +0.66%), and Alphabet (GOOGL +2.53%) (GOOG +2.92%) as hardware shortages may be straining capacity. Will this boost demand for on-premises data centers? 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 April 13, 2023. The video was published on April 17, 2023.

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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

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, 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 their 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

Amazon Stock Quote
Amazon
NASDAQ: AMZN
$275.00
(+0.53%)+$1.45
Microsoft Stock Quote
Microsoft
NASDAQ: MSFT
$414.10
(+0.66%)+$2.72
Alphabet Stock Quote
Alphabet
NASDAQ: GOOGL
$398.27
(+2.53%)+$9.84
Alphabet Stock Quote
Alphabet
NASDAQ: GOOG
$395.48
(+2.92%)+$11.21

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

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