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Report 02 Sep 2026

Expert View: Growing Competition Between NVIDIA, The Hyperscalers, And Frontier Model Providers

NVIDIA vs. the hyperscalers: who will control the AI stack?

The AI value chain is shifting from cooperation to competition as vendors build chips, models, and dedicated cloud resources. This Expert View examines the strategic moves and what they mean for users and providers.

Key trends

NVIDIA is expanding beyond GPUs with a compute marketplace and financing for AI infrastructure, challenging the hyperscalers. Major cloud providers are likewise building AI chips, platforms, and models to reduce their dependence. Frontier model providers are also moving into custom chips and infrastructure.

What you should do

  • Watch for integrated systems combining models and chips.
  • Consider cost efficiency, inference performance, and vendor lock-in when choosing partners.
  • Expect coopetition to intensify around AI.
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Arnold Vogt

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