Nvidia Dominates AI Chip Market with Rubin CPX, $4T Valuation

Nvidia has solidified its dominance in the AI chip market with record-breaking revenues and the launch of groundbreaking GPU architectures, including Blackwell and Rubin CPX. The company controls approximately 92% of the data center GPU market, driving over 85% of its revenue from this segment, and reported $130.5 billion in fiscal year 2025 revenue, reflecting a 114% increase year-over-year. The Rubin CPX chip, set for release by late 2026, addresses critical AI processing challenges by integrating video decoding, encoding, and inference for large context models, delivering 30 petaFLOPs of compute power and 128 GB of GDDR7 memory. Nvidia’s latest innovations, including the Rubin CPX and the Vera Rubin NVL144 CPX rack, enable unprecedented AI inferencing capabilities handling up to a million tokens, positioning the company far ahead of competitors like AMD and Intel. While Oracle is emerging as a strong AI contender with significant cloud demand and multibillion-dollar contracts, Nvidia remains the primary provider of AI hardware for major clients such as Amazon, Microsoft, Google, and Meta. Nvidia's relentless innovation and strategic market positioning underpin its trillion-dollar valuation and leadership in powering next-generation AI applications and infrastructure.