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Nvidia’s Market Performance
Nvidia (NASDAQ: NVDA) has seen a remarkable rise, with its stock increasing by over 1,100% since early 2023 due to significant investments in AI infrastructure. However, it has faced a recent downturn amidst concerns about a potential bubble in the AI sector and competition threatening its dominance in AI accelerator chips.
AI Computing Landscape
Nvidia’s GPUs remain the preferred choice for AI computing since the industry’s rise in 2023. Despite this, Meta Platforms (NASDAQ: META) is reportedly considering a large purchase of tensor processing units (TPUs) from Alphabet (NASDAQ: GOOG) as it seeks to expand its cloud infrastructure plans for 2026, citing Nvidia’s inability to meet demand. Nvidia’s share of the data center AI accelerator market peaked at approximately 90%, but projections suggest a growing opportunity in the market, with expected global data center capital expenditures rising from $600 billion in 2025 to between $3 trillion and $4 trillion by 2030.
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