Meta Platforms Is Dominating Amazon in This Revolutionary Technology

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Mar 15, 2023 at 9:00AM

NASDAQ: AMZN

Amazon

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AI server sales for 2022 come mainly from four big tech players, Microsoft, Alphabet, Meta Platforms, and Amazon, and the demand is creating tailwinds for semiconductor companies.

Meta Platforms (META 1.54%) procured more AI servers than Amazon (AMZN -1.14%) in 2022, based on a report from TrendForce. The demand for AI servers is expected to be a massive driver for semiconductor companies like Advanced Micro Devices (AMD 0.69%) and Nvidia (NVDA 0.76%) as the need for AI server GPUs continues to grow. 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 March 9, 2023. The video was published on March 10, 2023.

Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Billy Duberstein has positions in Alphabet, Amazon.com, Meta Platforms, and Microsoft. Jose Najarro has positions in Advanced Micro Devices, Alphabet, Meta Platforms, Microsoft, and Nvidia. Nicholas Rossolillo has positions in Advanced Micro Devices, Alphabet, Amazon.com, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon.com, Meta Platforms, Microsoft, and Nvidia. 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.