Microsoft (MSFT -0.45%) and Oracle (ORCL 2.36%) are tackling the GPU shortage with a potential AI server-sharing strategy. Check out the short video to learn what semiconductor investors Jose Najarro and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of May 11, 2023. The video was published on May 15, 2023.