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ET Graphics: Nvidia rising as AI reorders data centre market
ETtech | January 27, 2026 12:57 PM CST

Synopsis

Traditional chip giants are losing ground as new AI firms rise to the top of the pecking order. ​​Tanya Pandey breaks down how market share has changed over time and where the industry appears to be headed.

The AI boom has reordered the pecking order in the data centre market in just a few years catapulting firms such as Nvidia as the dominant player in the industry even as traditional chipmakers like Intel lost ground. As AI workloads continue to grow, this shift is expected to deepen in the coming years.

Screenshot 2026-01-27 063341

Tanya Pandey breaks down how market share has changed over time and where the industry appears to be headed.


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