NVIDIA Corp

NVDA: XNAS (USA)

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Nvidia Remains in a Dominant Position as an AI Infrastructure Supplier

Brian Colello

Nov 20, 2025

Business Strategy and Outlook

Nvidia has a wide economic moat, thanks to its market leadership in graphics processing units, hardware, software, and networking tools needed to enable the exponentially growing market around artificial intelligence. In the long run, we expect tech titans to strive to find second-sources or in-house solutions to diversify away from Nvidia in AI, but these efforts will, at best, only chip away at Nvidia’s AI dominance.

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NVIDIA Corp

Nvidia Remains in a Dominant Position as an AI Infrastructure Supplier

Business Strategy and Outlook

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