MarketPulse

GPU market share

4 articles
Investing.comInvesting.com··Thomas Hughes

Nvidia's Hidden China Risk: Gray Market Sales Cloud Pre-Earnings Outlook

Nvidia faces scrutiny over unreported China revenue ahead of May 20 earnings, with gray market smuggling offsetting official 0% market share amid U.S. export controls.
NVDAAMDGOOGGOOGLINTC+3Nvidia earningsChina restrictions
The Motley FoolThe Motley Fool··Geoffrey Seiler

Nvidia's AI Dominance Faces Test: Weighing Growth Potential Against Rising Competition

$NVIDIA's 90% GPU market share and CUDA moat support the bull case, but custom ASICs and AMD competition pose real headwinds at 21x forward P/E.
NVDAAMDMETAAMZNGOOG+2valuationAI infrastructure
The Motley FoolThe Motley Fool··Geoffrey Seiler

TSMC Over Nvidia: Why the Chip Foundry Holds Stronger AI Supercycle Advantage

Analysis favors $TSMC over $NVDA for long-term AI gains, citing inevitable GPU market share erosion and TSMC's indispensable manufacturing position across all chipmakers.
NVDAAMDTSMAI infrastructuresemiconductor manufacturing
The Motley FoolThe Motley Fool··Chris Neiger

Nvidia Maintains AI Crown Despite AMD's Meta Win and Strong Growth

Nvidia retains AI chip market dominance with 86% share and 65% growth despite AMD's $100B Meta deal and 34% revenue growth, supported by superior CUDA ecosystem and lower valuation multiple.
NVDAAMDMETAvaluationartificial intelligence