# Nvidia's AI moat is shifting from chips to capital

> Source: <https://www.machinebrief.com/news/nvidias-ai-moat-is-shifting-from-chips-to-capital-l48y>
> Published: 2026-08-18 11:00:01+00:00

# Nvidia's AI moat is shifting from chips to capital

Source:

[CNBC Technology](https://www.cnbc.com/technology/)[Nvidia](/glossary/nvidia)still has dominant market share in AI chips, but with competition picking up steam, the company is taking greater advantage of another key asset.

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