Nvidia is the beating heart of the AI boom and the stock market — which sets up a big test

Nvidia is due to report earnings on Wednesday, and “a very broad universe of companies” is tied to the themes that the chip giant represents.

The top 3

  1. Nvidia's Unrivaled Market Share: Nvidia holds approximately 80-90% of the AI accelerator market by revenue as of 2024-2025, with its share in AI training exceeding 90%.
  2. Key Competitors and Their Strategies: Intel held 22% and AMD 11% of the data-center AI chip market in 2023, with Intel's Gaudi chips aiming to be 50% cheaper than Nvidia's H100s.
  3. Foundries: The Backbone of AI Chip Production: TSMC, the world's largest semiconductor foundry, manufactures chips for major AI players including Nvidia and AMD, while Samsung Foundry also contributes significantly.

Sources

Open the full topic