Reported by MarketWatch · marketwatch.com · September 4, 2026
As long as open-source AI models dominate, Nvidia’s custom chip competitors won’t be able to take over its share of the market, an analyst says
What to watch: This report cites a concrete figure ($13 billion) — compare it against the trailing trend before treating one data point as a turning point.
Market reaction today: $NVDA +0.84%
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