Oracle's database gives it an edge against others in the AI space, says Ariel's Charlie Bobrinskoy

Charlie Bobrinskoy, head of investment group at Ariel Investments, joins ‘The Exchange’ to discuss the best value play in the semiconductor space, risks associated with Nvidia’s business structure, and how AI will be used to analyze data. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi 

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