Nvidia (NVDA -0.06%) controls the chips and software powering the artificial intelligence boom, while Meta (META -0.86%) is opening models and building custom hardware to reduce that control. Their escalating rivalry could reshape industry economics, yet the biggest surprise may be that each company can win by dominating a different layer of the market.
Stock prices used were the market prices of July 29, 2026. The video was published on Aug. 14, 2026.





