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DeepNewz, mobile.
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Nvidia, along with partners SK Hynix, TSMC, and ASML, is dominating the AI chips market, with a combined market capitalization exceeding $4 trillion. Each company holds an 80% to 100% market share in their respective sectors. Despite Nvidia leading the AI computing GPU chip market, it faces challenges as customers transition from rapid growth to a more disciplined, returns-based growth strategy. This shift is occurring amid increasing competition from homegrown chips and efficiency models, such as DeepSeek. Nvidia's data center revenue surged 93% year-over-year in Q4 2025, highlighting the sustained demand for AI chips. Analysts suggest that 2025 could be a pivotal year for AI chips, as alternatives are emerging in the market.
AI insights: NVIDIA’s data center revenue soared 93% YoY in Q4 2025 per their latest earnings. With AI chip demand unrelenting, is $NVDA a buy at current levels? #AIInvesting #MarketTrends
Is @nvidia's reign set in stone? 🤔 @MasSubestimado from @TheFuturumGroup predicts 2025 could be a turning point for AI chips. Alternatives are coming! Dive into his GTC Week take. #GTC25 #AIChips #Tech https://t.co/OqXO7ZnUKc
$NVDA leads the AI computing GPU chip market, but faces challenges as customers shift from rapid growth to disciplined, returns-based growth, amid rising competition from homegrown chips and efficiency models like DeepSeek. Join @edjmoya, Senior Macro Analyst at AlphaSense, and https://t.co/VJTAbnTKDc
