Here's Why Nvidia Outperforms Out to 2028
Wall Street is increasingly wary of growing competition in the artificial intelligence (AI) chip market. While Nvidia (NASDAQ: NVDA) continues to dominate with more than 80% of the AI training and deployment market, rivals are starting to score meaningful design wins. Advanced Micro Devices (NASDAQ: AMD) has secured adoption of its MI300X chips at Meta Platforms, , and OpenAI. Meanwhile, Intel (NASDAQ: INTC) is in talks with the U.S. government about potential investment support to accelerate its manufacturing and foundry expansion.
Bears argue that Nvidia's market share is unsustainably high, especially in an industry prone to disruption, but that view misses the bigger picture. The AI hardware market is growing from hundreds of billions into the trillions, so even a smaller share of a much larger pie can drive enormous profit. More importantly, Nvidia retains a full-stack advantage that integrates hardware, Compute Unified Device Architecture (CUDA) software, ecosystem support, and developer adoption, creating a moat competitors have yet to match.
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Source Fool.com
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