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

> Source: <https://ca.finance.yahoo.com/video/nvidias-ai-data-center-dominance-120000341.html>
> Published: 2026-08-26 12:00:00+00:00

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about Nvidia's ([NVDA](https://finance.yahoo.com/quote/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.