Over the last two years, the most significant beneficiary in the AI market hasn't been Microsoft, Google, or even OpenAI; rather, it's been NVIDIA. By capitalizing on its AI-focused GPUs, the company has experienced remarkable growth in performance, with its market valuation soaring to a staggering $4.5 trillion at one point. In the realm of AI graphics cards, NVIDIA has nearly achieved a monopoly, with market share figures varying slightly among different survey institutions, generally fluctuating between 90% and 95%. According to the latest report from Susquehanna analysts, NVIDIA currently commands an 80% stake in the AI market.