AI chip market share
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 1, 2026 by Brendan Foody · across every show →
Everything said about AI chip market share, oldest first
Jun 1, 2026 bullish
Foody: NVIDIA will lose its monopoly in five years but remain most valuable
“And so I would guess that in five years, it doesn't feel like Nvidia has quite the same monopoly, but that's okay, because even if they only have 30 or 40% market share in the largest market in the world by far, that is the world's most valuable company.”