Hachi was right. 75% confidence
AI Chip Race Intensifies
Multiple new entrants (D-Matrix, Cerebras, Google TPU, TensorWave/AMD-backed clouds) are actively challenging Nvidia's dominance, with Cerebras even completing a successful IPO, indicating intensifying competition in AI chips as predicted. While the articles focus more on other challengers than Qualcomm specifically, the broader thesis of accelerating competitive pressure against Nvidia/AMD's incumbency is well supported and does not match the falsification criteria of unchallenged market share.
What would prove this wrong
Qualcomm fails to gain meaningful traction in the data center AI chip market, or if Nvidia and AMD maintain or grow their combined market share unchallenged over the period.