NVIDIA also controls 80% of the AI chip market overall. It has surpassed USD 100 billion in semiconductor revenue, growing nearly 64% YoY.
CUDA remains the deepest software moat in the industry.
NVIDIA isn't just leading. It is defining the rules of the game.
AMD $Advanced Micro Devices(AMD)$ is the strongest challenger to NVIDIA, especially in cost optimised cloud deployments.
Intel $Intel(INTC)$ is rebuilding but its most strategic move is aligning with NVIDIA rather than trying to dethrone it.
The market is expanding so fast that multiple players can grow but NVIDIA remains the King of the semiconductor industry.
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Modify on 2026-01-16 13:51
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- icycrystalยท01-16 12:30thanks for sharing1Report