Nvidia's market share in AI GPUs drops below 60% by Q4 2026

Nvidia's share of the AI GPU market will fall below 60% by the end of Q4 2026, as competitors like AMD and Intel capture significant portions of the market with their AI-capable CPUs and alternative accelerators. This decline will be driven by pricing pressures and the commoditization of AI inference workloads.

Implied probability (Yes)

75%