Nvidia holds 92% of data center GPUs as 2026 AI capex rises

• Lyla Velez
• February 14, 2026
• News
• 0 Comments

Key Points:

• Nvidia’s 92% figure applies only to data center GPU accelerators.
• It excludes CPUs, TPUs, storage, and broader AI services or software.
• Primarily reflects server-side accelerators used for model training workloads.

Nvidia (NASDAQ: NVDA)’s widely cited 92% share describes its role in data center GPUs, not “all of AI.” It reflects accelerator cards used for AI computing in servers. It is not a measure of every AI technology or service.

According to Benzinga, Nvidia captures 92% of the data center GPU market. This discrete category excludes CPUs, custom ASICs like TPUs, storage, and services. It typically maps to high-end accelerators used for model training.

Nvidia 92% data center GPU market share: scope and caveats

The 92% figure is narrow and workload dependent. AI accelerator market share differs between training and inference deployments. Training favors flexible, top-tier GPUs, while inference may use varied silicon.

Policy also shapes outcomes, especially U.S. export controls affecting China. “At the moment, we are 100% out of China … We went from 95% market share to 0%,” said Jensen Huang, CEO at Nvidia.

Hyperscaler AI capex 2026 is expected to exceed early estimates, as reported by The Motley Fool. Such spending could support demand for accelerators and networking, subject to supply constraints.

Competitors: AMD GPUs and Google’s custom TPUs

AMD (NASDAQ: AMD) competes with data center GPUs aimed at training and inference. Its hardware progress targets performance and cost, but ecosystem switching remains complex.

Alphabet/Google (NASDAQ: GOOGL) deploys custom TPUs as in-house AI accelerators. These ASICs offer an alternative for scaled workloads, especially internal services.

Analysts also weigh durability of Nvidia’s position. TD Cowen projected around 90% GPU share by 2030, as reported by Barron’s. Projections are contingent and may shift with supply, demand, and policy.

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