Masters in Business · Friday, September 18, 2026
Glen Kacher, founder and CIO of Light Street Capital, discusses NVIDIA's current market share in AI accelerators, noting it's around 85%. He acknowledges the move to inference as an opportunity for competitors but believes NVIDIA's innovation potential is underestimated.
“There's a lot of discussion today around NVIDIA. A lot of people sort of assume NVIDIA is going to lose their massive market share in AI accelerators, which is roughly 85%. And certainly, I think the move to inference is an opportunity for competitors to change what's going on there. But I think people right now are, for instance, underestimating NVIDIA's opportunity to innovate as well.”