Nvidia’s ‘Game of Thrones’

It’s hard to win a throne, and harder still to keep it.

December 8, 2025

David Harold

Nvidia still dominates data-center AI, but the story is how the market is engineering plurality, not a coup. AMD is turning dual-platform AI infrastructure into policy at hyperscalers, forcing every new gigawatt to be shared. Hyperscaler ASICs (TPU, Trainium, Maia, MTIA) absorb steady internal workloads and soften Nvidia’s pricing power, while Broadcom, Intel, and Qualcomm shift more value into fabric, packaging, and the edge. Over time, the AI crown may move from best GPU to most complete, multi-vendor platform—with Nvidia still central but no longer allowed to rule alone. (Source: JPR AI) Right now, Nvidia sits on something very close to

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Nvidia’s ‘Game of Thrones’

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