N

NVIDIA

Public (NVDA) · $4.9T mkt cap · Founded 1993

AnalyticsSupply ChainCompetitorsFunding

Competitive Landscape5 competitors tracked

A

AMD

MI300X / MI400

Apr 22, 2026
45/100

Strength

Only merchant GPU alternative; Meta + OpenAI deals

Weakness

7% share; CUDA ecosystem gap; 0.8% share growth/qtr

G

Google TPU

TPU v6 (Trillium)

Apr 22, 2026
40/100

Strength

Custom for Google workloads; Broadcom co-design

Weakness

Not available commercially; Google-internal only + select partners

A

AWS Trainium

Trainium 3

Apr 22, 2026
35/100

Strength

Custom for AWS; Anthropic primary user; cost advantage

Weakness

Limited to AWS ecosystem; unproven vs NVIDIA at frontier

B

Broadcom

Custom ASICs

Apr 22, 2026
38/100

Strength

OpenAI chip co-design; TSMC packaging expertise

Weakness

Custom silicon takes years to mature; no CUDA equivalent

I

Intel

Gaudi 3 / Falcon Shores

Apr 22, 2026
20/100

Strength

Foundry ambitions; strategic importance to US gov

Weakness

Execution crisis; <1% AI share; credibility gap