Nvidia's AI moat is shifting from chips to capital
Reported by CNBC · cnbc.com · August 18, 2026
Nvidia still has dominant market share in AI chips, but with competition picking up steam, the company is taking greater advantage of another key asset.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $NVDA -2.91%
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