Though dominant, Nvidia faces threats. US export controls on high-end semiconductors to China may deprive the tech titan of as much as $8 billion in revenue. And though Nvidia today has about 80 percent of the AI chip market, competitors such as AMD and conglomerate technology players like Broadcom and Intel are investing aggressively in their own AI chip initiatives. In addition, Nvidia's dominance of the market has attracted more intense regulatory scrutiny. The US Department of Justice is said to be examining the company for possible antitrust abuses, especially regarding how it regulates access to important AI hardware. Still, at least for the time being, investors seem unbothered. Nvidia stock has risen 24 percent in the last month alone, a testament to robust institutional support for the company's AI thesis over the long term.