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Meta is partnering with Google to use more of its AI chips, part of a broader trend of tech giants seeking alternatives to Nvidia’s market dominance. Despite these efforts, Nvidia remains the industry leader, holding an estimated 85% of the AI chip market. Its first-mover advantage with developer tools makes it hard to displace. However, growing competition could slowly erode its share over time. For consumers, Nvidia’s focus on AI may further strain gaming GPU supply, with reports of potential production cuts in 2026 likely keeping prices high.
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