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.

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.