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Windows Central
Windows Central
Technology
Adam Hales

Can Jensen Huang maintain Nvidia’s grip on AI as competitors rise amid geopolitical tensions?

Google, Amazon, Nvidia LOGOS.

Nvidia has a chokehold on the AI GPU market, controlling 94% of it as of Q2 2025 — up 2% from the previous quarter. It’s also projected to generate $49 billion in AI-related revenue this year alone, nearly 40% higher than last year, which is a staggering increase by any measure.

If that’s not impressive enough, Nvidia recently hit a $4.6 trillion market cap, making it the first company ever to cross the $4 trillion mark. Microsoft followed in July 2025, becoming the second to reach the same milestone.

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