By BigGo Finance
Publication Date: 2026-09-23 18:42:00
Nvidia has cemented its position as the undisputed king of artificial intelligence chips, but a growing chorus of analysts and investors is asking whether the company’s dominance in training AI models will translate to the next frontier: inference. As the AI industry shifts from building models to running them at scale, rivals Advanced Micro Devices and Broadcom are positioning themselves to capture a market that could dwarf the training segment within a decade.
The stakes are enormous. Bloomberg Intelligence projects the inference market will grow at a 32% compound annual rate through 2032, reaching $1.3 trillion. That would be roughly double the $658 billion expected for AI training over the same period. For chipmakers, the inference opportunity represents a fundamental shift in competitive dynamics, one that could erode Nvidia’s seemingly unassailable moat.
Nvidia built its empire on training. The company’s CUDA software platform, given away freely in the early days of AI…
