Investors should monitor Nvidia's competitive landscape closely.

Nvidia ( NVDA -4.33% ) continues to be a key enabler of the global artificial intelligence (AI) infrastructure buildout, with over 94% share of the discrete GPU market in the second quarter of 2025. Its Blackwell architecture chips, Compute Unified Device Architecture (CUDA) software stack, and AI-optimized networking solutions together form a formidable competitive moat .

The company's commitment to innovation -- releasing new hardware architectures annually while maintaining backward compatibility -- has increased customer loyalty. Unsurprisingly, demand for the company's GPUs from hyperscalers and enterprise AI giants has consistently outpaced available supply.

Nvidia's dominance, however, may face seriou

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