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Do Cloud Leaders Retain Their Dominance Despite Semiconductor Breakthroughs?

Do Cloud Leaders Retain Their Dominance Despite Semiconductor Breakthroughs?

All three major cloud service providers, Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), have announced recent partnerships with Nvidia (NASDAQ: NVDA) with its new H100 GPUs and other clouding solutions.