# AI chip market has suddenly shifted from a near monopoly to a fragmented landscape.

*semiconductor · news · 2026-04-28 · The Economic Times*

## Key points

- Nvidia faces intensified competition as hyperscalers and AI labs develop custom in-house chips.
- Jensen Huang took an unusually aggressive stance defending Nvidia’s China sales amid criticism.
- The AI chip market has shifted from near monopoly to a fragmented, highly competitive landscape.
- Amazon, Anthropic, and Google now increasingly use their own chips instead of Nvidia’s.

**Companies:** Nvidia, Amazon, Google, Anthropic
**Countries:** China, United States

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/tech/artificial-intelligence/et-graphics-ai-chips-are-the-new-flex-of-tech-realm/articleshow/130561624.cms)

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