The short version

Scott Galloway predicted on January 6, 2025: “Galloway forecasts an emerging duopoly in the tech landscape, akin to the Windows and Intel dominance of the 90s. He refers to this as ‘OpenVIDIA,’ highlighting the dominance of ChatGPT and NVIDIA in the AI space. ... Galloway identifies OpenAI and Nvidia as the dominant forces shaping the AI landscape in 2025. He…

Prediction by

Scott Galloway

On January 6, 2025

“Galloway forecasts an emerging duopoly in the tech landscape, akin to the Windows and Intel dominance of the 90s. He refers to this as ‘OpenVIDIA,’ highlighting the dominance of ChatGPT and NVIDIA in the AI space. ... Galloway identifies OpenAI and Nvidia as the dominant forces shaping the AI landscape in 2025. He compares their influence to the historical Wintel partnership, asserting that these two companies control approximately 88-90% of AI search queries and traffic.”

Follow-up

Nvidia remained the dominant supplier of GPUs for AI workloads, and OpenAI's ChatGPT remained a widely used consumer AI product. This substantiates the concentration of power. However, other major players (Google, Anthropic, Meta, Amazon) also grew, and the specific claim of 88-90% control over AI search queries and traffic by OpenAI + Nvidia is not clearly supported by public data.

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