πππNVIDIA
$NVIDIA(NVDA)$ is the current leader as it holds 70 % to 95% of the AI accelerator market. This refers to the entire industry of specialised chips designed to speed up
AI workloads especially machine learning and inference.
NVIDIA also controls 80% of the AI chip market overall. It has surpassed USD 100 billion in semiconductor revenue, growing nearly 64% YoY.
CUDA remains the deepest software moat in the industry.
NVIDIA isn't just leading. It is defining the rules of the game.
AMD $Advanced Micro Devices(AMD)$ is the strongest challenger to NVIDIA, especially in cost optimised cloud deployments.
Intel $Intel(INTC)$ is rebuilding but its most strategic move is aligning with NVIDIA rather than trying to dethrone it.
The market is expanding so fast that multiple players can grow but NVIDIA remains the King of the semiconductor industry.
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