By Adria Cimino
Publication Date: 2026-01-14 17:00:00
Key Points
Nvidia‘s (NASDAQ: NVDA) business has been booming since the start of the artificial intelligence (AI) revolution. This is because the company sells the key element needed to power AI: the AI chip. And Nvidia’s chips just so happen to be the fastest around, making them the go-to choice for major tech companies aiming to win the AI race.
These chips are known as graphics processing units (GPUs), and they power some of the most crucial AI tasks, such as the training that gives large language models (LLMs) knowledge and the inferencing that helps them think through and solve complex problems.
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All of this has generated enormous growth for Nvidia, with revenue climbing to record and multi-billion-dollar levels. The company has also reported billions of dollars in profit thanks to its market leadership. And the stock price has followed, delivering a 1,200% increase over the past five years.
Still, some investors have expressed concern about whether Nvidia may hold onto this top position. Well, here’s some good news: Customers Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN) just said something that may eliminate Nvidia’s biggest risk.
Image source: Getty Images.
Nvidia isn’t alone
So, first of all, let’s start by considering this risk, which begins…