The short version

Alex Kantrowitz predicted on April 9, 2024: “Big Tech’s Alex Kantrowitz doesn’t believe Google or Intel’s chips will cut into Nvidia’s lead.” Verdict: Called it. As of late 2024 and mid-2025, Nvidia has maintained its dominant market position in AI accelerators, with high demand for its GPUs. Google and Intel's offerings have not significantly eroded Nvidia's lead in the way…

Prediction by

Alex Kantrowitz

On April 9, 2024

“Big Tech’s Alex Kantrowitz doesn’t believe Google or Intel’s chips will cut into Nvidia’s lead.”

Follow-up

As of late 2024 and mid-2025, Nvidia has maintained its dominant market position in AI accelerators, with high demand for its GPUs. Google and Intel's offerings have not significantly eroded Nvidia's lead in the way some had predicted. Nvidia's revenue and market performance support this outcome.

From the High Caliber AI network — see the AI for PR module in the course.