Nvidia dominates the AI accelerator market with a revenue share between 75% and 81% in H1 2026, while its data center sales are projected to exceed $150 billion for the year. AMD stock surged approximately 114% and Intel gained 200% to 220% over the same period, versus only 15% for Nvidia. AMD secured a major partnership with OpenAI for its Instinct MI450 chips, with deliveries expected to start in late 2026, while Intel is preparing its Crescent Island AI GPU for sampling in H2 2026. Hyperscalers like Google and Amazon are developing custom silicon, intensifying competition in the sector.
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