Everybody loves Nvidia — but then, they can’t afford not to - Financial Times

NVIDIA's dominant position in the AI chip market has drawn unprecedented attention, despite the high pricing of its products. The company's success reflects not only its technological leadership but a... Read original →

NVIDIA's dominance in AI chips is reshaping the entire semiconductor ecosystem, with its GPU technology becoming the backbone of data centers, autonomous driving, and high-performance computing. This has accelerated upstream advancements in EDA tools, IP licensing, and manufacturing processes. TSMC and other foundries are ramping up advanced node production to meet NVIDIA's demand for higher compute density. However, geopolitical tensions, especially between the U.S. and China, are increasingly challenging the supply chain stability, particularly involving Taiwan, China. Competitors like AMD and Intel are accelerating product cycles to counter NVIDIA’s technological lead through heterogeneous computing. In the next 12–24 months, the AI chip market will see a dual-track competition: one driven by technological dominance and the other by supply chain resilience. NVIDIA’s ecosystem strategy is likely to set new industry benchmarks, while its pricing power may prompt global tech firms to renegotiate supplier contracts.