Last year, Nvidia accounted for more than 80% of AI accelerator sales, according to Silicon Analysts. But its market share is likely to fall in the years ahead as more companies turn to custom silicon solutions. Alphabet was the first to pursue a custom silicon strategy, and it remains the most significant threat to Nvidia. Nvidia is unlikely to lose its market leadership in AI acceleratorsNvidia is unlikely to cede its dominance in the AI accelerator market for two reasons. That's why Alphabet shares could soar as the company targets the AI accelerator market.