Formation of a New Duopoly

A new dominant partnership is emerging between OpenAI and NVIDIA, which is predicted to resemble the previously established Wintel combination. These companies now account for approximately 88 to 90% of traffic and AI-related queries, demonstrating their substantial influence in the tech ecosystem. Their combined market capitalization is about $3.5 trillion, reflecting immense growth potential in the AI sector. This shift highlights the significance of these relatively young companies in reshaping the technological landscape, outpacing more established players like IBM in traditional chip markets.