Signal NVIDIA holds over 80 percent of the global GPU market as custom AI chips emerge

Summary

The report states that NVIDIA holds more than 80 percent of the global GPU market. This concentration creates structural risks, including soaring AI infrastructure costs and deepening technological dependence on a single company. Major big tech firms and governments are therefore looking for ways to reduce their reliance on that supplier. Custom application-specific chips such as Google's TPU and AWS Trainium are emerging as complements to general-purpose GPUs, and their development is expected to accelerate. Korea, China and other countries are also nurturing semiconductors as a strategic industry, diversifying the AI chip market.