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.