Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer. - Yahoo Finance

NVIDIA has built a dominant AI empire, leveraging its GPU technology that powers essential AI tasks such as model training. The company's expansion into data center products, networking tools, and ind... Read original →

NVIDIA’s AI dominance stems less from raw GPU specs than from the CUDA ecosystem’s lock-in effect, forcing the entire AI software stack to co-evolve around its architecture. This has cascaded into surging demand for high-speed interconnects, liquid cooling, and advanced packaging. Yet U.S. export controls on China—source of nearly 30% of its data center revenue—are backfiring, spiking compliance costs and accelerating local substitution. AMD’s MI300 ramp and Intel’s cost-competitive Gaudi 3 are pressuring NVIDIA to launch its Grace CPU into the $20B market as a defensive move. Over the next 12–24 months, persistent TSMC CoWoS capacity constraints and EU Chips Act subsidies for local design will catalyze a multipolar AI chip landscape. NVIDIA’s market share may dip from ~80% to the low 60s, but ecosystem inertia will sustain its pricing power.