{"slug":"ai-silicon","boardTitle":"The Silicon War","kind":"leadChange","day":"2026-07-17","dayNum":17,"headline":"Day 17: Nvidia takes the lead.","subject":{"label":"Nvidia","sovPct":58},"rows":[{"rank":1,"label":"Nvidia","sovPct":58,"isSubject":true},{"rank":2,"label":"AMD","sovPct":39.4,"isSubject":false},{"rank":3,"label":"TPU","sovPct":1.7,"isSubject":false},{"rank":4,"label":"Groq","sovPct":0.9,"isSubject":false}],"detail":{"prevLeader":"AMD","dayNum":17},"permalink":"https://xterminal.app/mindshare/ai-silicon/moments/2026-07-17-leadchange-nvidia","source":"XTerminal · xterminal.app/mindshare"}