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NVIDIA started out as a gaming graphics card company — until AI researchers discovered GPUs were exceptionally well-suited to deep learning, making it one of the defining companies of the AI era.

As of 2024, approximately what share of the AI training chip market does NVIDIA hold?

Around 80%
NVIDIA's true moat isn't the chips themselves — it's the CUDA software ecosystem. AI libraries optimized for CUDA create a powerful lock-in effect that keeps competitors from gaining a foothold.
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