Daniel Romero(@HyperTechInvest):I'd be shocked if $NVDA ends up gaining market share in 2027 Especially with $AMD moving from mid-sized clusters to gigawatt-scale deployments I think AMD could still surprise the market

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Daniel Romero@HyperTechInvest

2026.09.20 21:59

I'd be shocked if $NVDA ends up gaining market share in 2027 Especially with $AMD moving from mid-sized clusters to gigawatt-scale deployments I think AMD could still surprise the market

P Equity Research 📰@pequityresearch

2026.09.20 15:03

Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models. $NVDA $AVGO $INTC $AMD $MRVL