Wolzard
Member
Q4 2025: NVIDIA reached 94% of the desktop AIB GPU market (+1.6 pp)
AMD: 5% (-1.6 pp)
Intel: 1% (stable)
AIB shipments: -4.4% q/q (11.48 million units), +36% y/y
Cause: price increase (memory + fees)
Attach rate fell to 55% (-12.3 pp) NVIDIA gained market share in a shrinking market.
JPR Forecast: AIB market could fall ~10% by 2026; negative CAGR of -5.9% over the projected period.
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