Nvidia(US:NVDA) 半导体芯闻·2025-09-28 09:47Core Viewpoint - The biggest winner in the AI market over the past two years is NVIDIA, which has achieved significant revenue growth and reached a market valuation of 4.5 trillion [1] Group 1: NVIDIA's Market Position - NVIDIA holds a dominant position in the AI GPU market, with market share estimates ranging from 80% to 95% according to different sources [1] - It is projected that NVIDIA will maintain a market share of 67% in AI GPUs by 2030, indicating a strong monopoly [1] - NVIDIA's revenue is expected to grow explosively, with CEO Jensen Huang predicting the company could achieve a revenue of 1 trillion [1] Group 2: Competitors and Market Dynamics - AMD is expected to be the largest beneficiary of the remaining 1/3 of the AI GPU market, but its market share is projected to be slightly above 4% by 2030, with annual revenue reaching 20 billion, up from approximately 6.3 billion this year [1] - Broadcom, which focuses on custom ASIC chips rather than GPUs, is also expected to benefit significantly, with a projected market share of 14% by 2030 and revenue increasing to about 60 billion from 14.5 billion this year [2]