Nvidia's AI moat is shifting from chips to capital Nvidia's competitive advantage in artificial intelligence is shifting from its dominant AI chip market share to its capital resources, as competition intensifies, according to CNBC Technology. 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. Get AI news in your inbox Daily digest of what matters in AI.