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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 views35 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
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