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NVIDIA maintains dominant control of the AI accelerator market as Google, Amazon, and Meta accelerate custom silicon development to reduce external vendor dependency.

Market fragmentation into custom chips will erode NVIDIA's pricing power over time, though near-term demand ensures strong profitability through 2027–2028.
NewswireSlicast · July 10, 2026 at 15:05 UTC · US · Source: qz.com
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NVIDIA maintains dominant control of the AI… · Slicast