Feldman: Nvidia's AI chip market share will fall to 50-60% in 5 years
Andrew Feldman · Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings · Mar 24, 2025 · at 45:43
Andrew Feldman is the co-founder and CEO of Cerebras Systems, an AI chip maker competing with Nvidia. He is asked about the long-term market structure of the AI compute market.
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“I think you know, in five years from now, NVIDIA is going to have 60. Somewhere between 50 and 60% of the market, right? I think right now they have approximately all of it. I think they will come down over time.”
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