1%

The article discusses the current state of the global inference datacenter market, where nVidia holds only 1% market share in the global market, but 12% in the domestic market. This is due to the dominance of captive hyperscalers, federal contracts, and enterprise stacks. The article highlights the departure of key employees, such as Kai Chen, and the impact of tariffs on the industry. The author suggests that the current market dynamics are unsustainable and that a shift is needed.