[sailingparrot]

> let every part of the market slip away.

Which part of the market has slept away, exactly ? Everything you wrote is supposition and extrapolation. Nvidia has a chokehold on the entire market. All other players still exist in the small pockets that Nvidia doesn’t have enough production capacity to serve. And their dev ecosystem is still so far ahead of anyone else. Which providers gets chosen to equip a 100k chips data center goes so far beyond the raw chip power.

[mgambati]

If code is getting cheaper, making cuda alternatives and tooling should not be very far. I can’t see nvidia holding the position for much longer.

[onlyrealcuzzo]

> Nvidia has a chokehold on the entire market.

You're obviously not looking at expected forward orders for 2026 and 2027.

[louiereederson]

I think most estimates have Nvidia at more or less stable share of CoWoS capacity (around 60%), which is ~doubling in '26.