According to a recent LinkedIn post from Rwazi, NVIDIA is depicted as holding a dominant position in advanced AI compute, with an estimated 2.96 million H100‑equivalent chips shipped in Q4 2025. The post indicates this represents 65.5% of tracked global AI compute capacity, far ahead of Google at 976,000 units, while AMD, Amazon, and Huawei are cited as smaller players by volume.
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The post characterizes the situation less as a traditional market share dynamic and more as a supply‑constrained environment in which NVIDIA’s scale effectively sets pricing and availability. It suggests that, until alternative suppliers reach meaningful capacity, enterprises seeking frontier AI compute may face pricing power and timing dictated by NVIDIA, which could sustain elevated margins for NVIDIA and pressure cost structures for downstream AI adopters.
As shared in the post, this supply imbalance could influence the pace of AI infrastructure build‑out, potentially favoring well‑capitalized firms that can secure capacity early. For investors tracking AI infrastructure, the analysis underscores concentration risk in the supply chain and hints at both opportunity for emerging competitors that can scale and continued dependence on a single vendor for critical compute.
The LinkedIn commentary also promotes Rwazi’s Market Mosaic subscription for deeper insights, implying an ongoing focus on tracking AI hardware deployment trends. For investors, this suggests that monitoring shipment volumes, supplier diversification, and timing of credible alternatives to NVIDIA will remain key variables in assessing AI investment theses across cloud, semiconductor, and enterprise software sectors.