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Nvidia Dominates AI Chip Market Amid Rising Competition

Nvidia's market leadership faces challenges from AMD, Intel, and emerging AI investments.

  • Nvidia holds over 90% market share in data-center GPUs and 80% in AI processors.
  • AMD and Intel are striving to catch up with new AI chip offerings and strategic partnerships.
  • Nvidia's CUDA software stack remains a significant competitive advantage despite rivals' efforts to reduce reliance on it.
  • Investments in Arm Holdings and SoundHound AI highlight Nvidia's strategic focus on future AI growth.
  • Intel aims to reclaim market share with new Xeon processors and lower-priced Gaudi AI chips.
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