Microsoft and Oracle might be considering a partnership amid the GPU shortage caused by AI server demand.
Microsoft (MSFT -2.45%) and Oracle (ORCL -0.39%) 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.
Billy Duberstein has positions in Microsoft. Jose Najarro has positions in Microsoft. The Motley Fool has positions in and recommends 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.
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