The More Nvidia Sells, The Faster Its Monopoly May Erode
NvidiaNvidia(US:NVDA) Benzinga·2026-02-25 13:52

Nvidia Corp (NASDAQ:NVDA) has become the single most important supplier in the AI economy. But its dominance may be quietly accelerating the forces that could eventually weaken it.But Nvidia's scale, pricing power, and strategic importance are creating a new priority inside its biggest customers: independence.Hyperscalers Are Preparing For Life Beyond NvidiaThe more hyperscalers spend on Nvidia, the stronger their incentive becomes to reduce reliance on a single supplier.Amazon is scaling its Trainium chips ...