Leverage NVIDIA's GPU market dominance in AI/gaming hardware ecosystem.
NVIDIA's near-monopoly in the discrete GPU market, reaching 94% share, signifies its critical role across gaming, professional computing, and especially AI/ML. This dominance creates immediate opportunities for businesses that build on or integrate with NVIDIA's ecosystem. Software developers should prioritize CUDA compatibility and optimize for NVIDIA hardware. Hardware manufacturers can explore partnerships or focus on complementary products (e.g., cooling solutions, specific motherboards). Investors should note NVIDIA's strong market position. For competitors, it highlights a massive addressable market for specialized solutions or aggressive pricing strategies in niche segments.