Explore the impact of AI demand on cloud giants like Amazon (AMZN 2.03%), Microsoft (MSFT -0.28%), and Alphabet (GOOGL 0.72%) (GOOG 0.72%) 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.
