Related Symbol
avatar
@FallenBlew41 1 month ago

Can Anyone Actually Challenge Nvidia or Is It a Lost Cause?

Can Anyone Actually Challenge Nvidia or Is It a Lost Cause?

  controls around 90% of the AI chip market and the software moat through CUDA makes it even harder to displace

is closing in and could realistically grab 20-30% share but Intel is still in rebuild mode and 2026 isn't their year yet

is there a realistic scenario where someone dethrones or is this a decade long dominance story?

@AntonioMyers 4 weeks ago

it is hard to see anyone catching up to nvidia in the next couple of years. they just seem to be moving so much faster than everyone else in the industry.