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Nvidia Secures 90% AI GPU Share, Fueling Years of Profit Growth

Jul 27, 2025 (11 days ago)
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Nvidia Secures 90% AI GPU Share, Fueling Years of Profit Growth
Nvidia commands 90% of the AI GPU market, positioning it for years of profit growth driven by the expanding AI revolution.

Nvidia's AI GPU Market Dominance and Growth Outlook

  • Nvidia holds an estimated 90% share of the AI GPU market due to superior hardware and software offerings.2
  • The company is projected to benefit from years of profit growth as the AI market expands significantly.2
  • Nvidia's growth rates are expected to outpace the overall AI market, which could reach $5 trillion by 2033.2

Competitive Moat and Margin Strength

  • Nvidia's CUDA developer platform creates a strong ecosystem lock-in for its customers.2
  • This ecosystem advantage contributes to Nvidia's industry-leading gross margins, more than double those of competitors like Intel.2

Valuation Context

  • Despite a higher market capitalization exceeding $4 trillion, Nvidia's stock price is lower due to a larger number of shares outstanding.1
  • Investors should evaluate Nvidia's valuation by considering its financial strength and growth rates, not just the stock price.1
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Nvidia Secures 90% AI GPU Share, Fueling Years of Profit Growth | MacroPulse