Sacks @ 00:21:40Inconclusive
marketstechai
Consensus Wall Street analyst expectations as of February 2024 are that Nvidia will still hold roughly "60-something percent" of the GPU market used for AI workloads five years later (around 2029).
The Wall Street analysts I've been listening to think that in five years they're still going to have 60 something percent market share, so they're going to have a substantial percentage of this market or this Tam.View on YouTube
Explanation
This prediction is explicitly about Nvidia’s market share in AI GPUs five years after February 2024—i.e., around 2029. The current date is 2025-11-30, so we are only partway through the forecast horizon. There is no data yet on what Nvidia’s AI GPU market share will be in 2029, and current dominance or trends in 2024–2025 cannot definitively confirm or falsify a statement about 2029. Therefore, it is too early to judge whether this prediction is right or wrong.