Nvidia Wins in Washington! But in the AI Chip War, Amazon, Google, and Meta Draw Their Swords!

Nvidia (NVDA) remains the powerhouse of AI computing power with its H100, H200, and Blackwell chips, and now additionally benefits from the US Congress overturning planned export restrictions under the GAIN AI Act. While Jensen Huang gains political momentum for the lucrative China business, pressure from Amazon, Google, and Meta is simultaneously increasing, as these companies chip away at Nvidia's dominance in the AI ecosystem with their own chips and large TPU orders. Market Leader Status and Pressure from China Restrictions In recent years,...