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    RECEIPT #ALEX-K

    APR 09, 2024

    Called it.

    PREDICTION BY

    Alex Kantrowitz
    “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.

    ORIGINAL SOURCE

    CNBC Closing Bell
    AIChipsNvidiaGoogleIntelCompetition