Patel says NVIDIA has locked up over 60% of market capacity in long-term contracts this year.
“NVIDIA has locked up over 60% of the capacity this year in long term contracts alone, and they're buying more on top of that.”
Patel predicts AMD will remain in single-digit percentage market share despite being credible competitor.
“I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share”