NVDA · News · 20260919N

Competition and Market Share

NVIDIA CORP · 2026-09-19 · Importance 48 · Surprise 64

NVIDIA is described as the leading seller of AI chips and as dominating the AI infrastructure market. Advanced Micro Devices remains a direct rival, while Amazon is developing its own AI chips as a customer-turned-competitor. Broadcom is also positioned as a major competitor, with manufacturing supply reportedly secured to support a planned doubling of its AI-chip revenue, increasing competitive pressure on NVIDIA’s AI infrastructure position.