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[ARTICLE · art-111699] src=ca.finance.yahoo.com ↗ pub= topic=ai-infrastructure verified=true sentiment=· neutral

Is Nvidia's AI data center dominance slipping as the market expands?

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead said Nvidia's market share in AI data centers could fall to 70% from 90% over the next two years as competition intensifies. Moorhead discussed Nvidia's biggest rivals in the AI data center market with Josh Lipton.

read1 min views2 publishedAug 26, 2026
Is Nvidia's AI data center dominance slipping as the market expands?
Image: Ca (auto-discovered)

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about Nvidia's (NVDA) biggest competition in AI data centers, as he anticipates the company's market share could fall to 70% from 90% over the next two years.

source & further reading
ca.finance.yahoo.com — original article Morning Bid: Falling oil calms nervy markets Nvidia earnings could reveal its fastest-growing business isn't chips: Chart of the Day 4 reasons Nvidia stock is lagging
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