Nvidia (NVDA) Leads AI Chip Market with 80-90% Share in 2026

Nvidia (NASDAQ: NVDA) controls 80-90% of the AI data center GPU market, generating approximately $194 billion in its most recent fiscal year. AMD (NASDAQ: AMD) also saw a significant boost, with its data center revenue increasing by 57% year-on-year and stock climbing triple digits, aided by multi-year commitments from OpenAI and Meta Platforms. In contrast, Intel (NASDAQ: INTC) did not achieve meaningful traction with its Gaudi AI accelerators and is anticipated to release its next-generation AI chip in 2027. Despite these challenges, Intel's stock rose around 340%, although this increase is largely unrelated to its AI chip performance. This matters for investors as it highlights the competitive landscape and performance discrepancies among leading AI chip manufacturers.