neutral
Recently
Competitive landscape tightens but Nvidia keeps dominant AI-chip share
No Image
Despite renewed competition from AMD and in-house chips, Nvidia retains leadership through superior integration, strong developer ecosystem, and robust architectural roadmap.
Amid fresh product launches from AMD and custom designs by major cloud providers, Nvidia continues to hold commanding market share thanks to its integrated software and hardware ecosystem. Reuters said sustained driver-stack maturity and CUDA compatibility create high switching costs for enterprise developers. While rivals emphasize price efficiency, Nvidia’s performance-per-watt and scalability advantages remain decisive in training large models. Analysts project moderate margin compression but little share erosion through 2026. The company’s long-term roadmap, anchored by Blackwell architecture, reinforces investor conviction in sustained leadership.