Part 8/10:
The strategic alliances and investments point to a winner-takes-all scenario. Nvidia is locking in OpenAI as a major customer, ensuring all inference and training chips across the Stargate infrastructure are Nvidia hardware—a significant win that potentially excludes AMD.
While AMD remains a vital player in GPUs and datacenter chips, this move narrows their access to one of the most lucrative AI market segments. Nvidia's position is further strengthened by integrated ecosystems and exclusive supply contracts, heightening the challenge for competitors.
Some analysts speculate that Nvidia’s substantial capital deployment might also hint at potential limits in organic growth, using acquisitions and partnerships to drive the next phase of expansion.