US Top News and Analysis | Analysts home in on Nvidia's inference market share following an earnings win. Here's why AI generated summary, Read the full article for complete information. Nvidia reported a strong earnings beat, raised its dividend and posted 75 % adjusted gross margins, yet the stock fell in after‑hours trading. CEO Jensen Huang emphasized that the company’s share of the AI inference market—where chips handle user‑driven queries and tasks—is expanding rapidly, even as rivals such as Intel, AMD, Micron and custom silicon providers (Alphabet’s TPUs, Amazon’s Trainium, Cerebras) intensify competition. The shift to the “agentic” phase of AI, which favors more distributed processing and a greater role for traditional CPUs, is driving robust demand for both conventional and AI‑focused server CPUs, while Nvidia’s forthcoming Vera Rubin AI chip is expected to be supply‑constrained throughout its lifecycle. Analysts view the widening chip landscape as a key factor for future market dynamics, but acknowledge Nvidia’s continued dominance in inference remains strong. Read more: https://www.cnbc.com/2026/05/20/analysts-focus-on-nvidias-inference-market-share-after-earnings-beat.html #Nvidia #JensenHuang #Intel #AMD #VeraRubin #NicolasGaudois