China, Amazon, and Google challenge Nvidia’s AI chip lead

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Nvidia has a chokehold on the data-analytics-id=”inline-link” href=”https://www.windowscentral.com/artificial-intelligence” data-auto-tag-linker=”true” data-before-rewrite-redirect=”https://www.windowscentral.com/tag/artificial-intelligence” data-before-rewrite-localise=”https://www.windowscentral.com/artificial-intelligence”>AI GPU market, data-analytics-id=”inline-link” href=”https://www.tomshardware.com/pc-components/gpus/nvidia-dominates-gpu-shipments-with-94-percent-share-shipment-surge-likely-caused-by-customers-getting-ahead-of-tariffs” data-url=”https://www.tomshardware.com/pc-components/gpus/nvidia-dominates-gpu-shipments-with-94-percent-share-shipment-surge-likely-caused-by-customers-getting-ahead-of-tariffs” target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>controlling 94% of it as of Q2 2025 — up 2% from the previous quarter. It’s also projected to generate data-analytics-id=”inline-link” href=”https://sqmagazine.co.uk/ai-chip-statistics/” data-url=”https://sqmagazine.co.uk/ai-chip-statistics/” target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>$49 billion in AI-related revenue this year alone, nearly 40% higher than last year, which is a staggering increase by any measure.

If that’s not impressive enough, Nvidia recently hit a $4.6 trillion market cap, data-analytics-id=”inline-link” href=”https://www.windowscentral.com/hardware/gpus/nvidia-became-the-first-usd4-trillion-company-heres-how-the-tech-giant-beat-microsoft-and-apple” data-before-rewrite-localise=”https://www.windowscentral.com/hardware/gpus/nvidia-became-the-first-usd4-trillion-company-heres-how-the-tech-giant-beat-microsoft-and-apple”>making it the first company ever to cross the $4 trillion mark. Microsoft followed in July 2025, becoming the data-analytics-id=”inline-link” href=”https://www.nbcnews.com/business/business-news/microsoft-briefly-becomes-second-company-hit-4-trillion-market-value-rcna222357″ data-url=”https://www.nbcnews.com/business/business-news/microsoft-briefly-becomes-second-company-hit-4-trillion-market-value-rcna222357″ target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>second to reach the same…



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China, Amazon, and Google challenge Nvidia’s AI chip lead


Nvidia has a chokehold on the data-analytics-id=”inline-link” href=”https://www.windowscentral.com/artificial-intelligence” data-auto-tag-linker=”true” data-before-rewrite-redirect=”https://www.windowscentral.com/tag/artificial-intelligence” data-before-rewrite-localise=”https://www.windowscentral.com/artificial-intelligence”>AI GPU market, data-analytics-id=”inline-link” href=”https://www.tomshardware.com/pc-components/gpus/nvidia-dominates-gpu-shipments-with-94-percent-share-shipment-surge-likely-caused-by-customers-getting-ahead-of-tariffs” data-url=”https://www.tomshardware.com/pc-components/gpus/nvidia-dominates-gpu-shipments-with-94-percent-share-shipment-surge-likely-caused-by-customers-getting-ahead-of-tariffs” target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>controlling 94% of it as of Q2 2025 — up 2% from the previous quarter. It’s also projected to generate data-analytics-id=”inline-link” href=”https://sqmagazine.co.uk/ai-chip-statistics/” data-url=”https://sqmagazine.co.uk/ai-chip-statistics/” target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>$49 billion in AI-related revenue this year alone, nearly 40% higher than last year, which is a staggering increase by any measure.

If that’s not impressive enough, Nvidia recently hit a $4.6 trillion market cap, data-analytics-id=”inline-link” href=”https://www.windowscentral.com/hardware/gpus/nvidia-became-the-first-usd4-trillion-company-heres-how-the-tech-giant-beat-microsoft-and-apple” data-before-rewrite-localise=”https://www.windowscentral.com/hardware/gpus/nvidia-became-the-first-usd4-trillion-company-heres-how-the-tech-giant-beat-microsoft-and-apple”>making it the first company ever to cross the $4 trillion mark. Microsoft followed in July 2025, becoming the data-analytics-id=”inline-link” href=”https://www.nbcnews.com/business/business-news/microsoft-briefly-becomes-second-company-hit-4-trillion-market-value-rcna222357″ data-url=”https://www.nbcnews.com/business/business-news/microsoft-briefly-becomes-second-company-hit-4-trillion-market-value-rcna222357″ target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>second to reach the same…



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