NVIDIA Corp

NVDA: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Nvidia Remains Dominant in a Host of AI Workloads

Brian Colello

May 21, 2026

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 Dominant in a Host of AI Workloads

Business Strategy and Outlook

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