NVIDIA's market share grows to 94%, AMD shrinks to 6%, Intel is effectively irrelevant

Gaiff

Gaiff

SBI’s Resident Gaslighter
According to the latest report from analyst firm Jon Peddie Research, NVIDIA's discrete GPU market share has solidified its position in another area, now standing at the top with 94% of all AIB shipments in Q2 2025. This represents a 2.1% increase compared to the prior quarter, during which the company maintained an equally impressive share of ~92%. However, at the same time, AMD lost that 2.1% share, which suggests that all the AIB sales that AMD lost have been redirected to NVIDIA. The rollout of mid-range "Blackwell" GPUs has supported the gain of market share, now covering all budget tiers for every gamer. Meanwhile, AMD has only catered to the mid-range gamer with the RDNA 4 lineup, hence losing the possible high-end GPU purchase to NVIDIA.

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We do have some good news though...somewhat. AIB prices for low to mid-range products have decreased. However, they have increased in the high-end segment.

Techpowerup article.
 
Skifi28 said:
I think the hope we had for intel has faded now. With their current issues, new GPUs are probably all but dead.
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Yeah, even with fairly good mid-range products, AMD can't even move the needle and Intel is significantly behind them. Couple that with their woes in their primary market, I don't know how long they'll keep investing in such a hostile environment.

AMD really shot themselves in the foot with the fake MSRPs and stocks of RDNA4. It could have been much more successful had they not lied to everyone.

adamsapple said:
Huh, I thought AMD was supposed to be on the upswing?
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You always hear that just like you always hear about them having an NVIDIA killer coming up.
 
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Bought three GPUs from AMD in a row (6700xt, 7900xt, 9070xt). No complaints.

This market share piece is not inclusive of consoles and heldhelds, correct?
 
Gaiff said:
You always hear that just like you always hear about them having an NVIDIA killer coming up.
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The little knowledge I have of the discrete GPU market and all, it does seem like AMD has good products in the market at the moment.

I guess it's a monumental task to try and gain market share away from the behemoth that is NVIDIA.
 
adamsapple said:
The little knowledge I have of the discrete GPU market and all, it does seem like AMD has good products in the market at the moment.

I guess it's a monumental task to try and gain market share away from the behemoth that is NVIDIA.
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RDNA4 products are good. However, they put on a facade when they claimed that unlike NVIDIA, they had volume and their MSRPs were real. Turns out it was true only for the first batch and by the second round, their products were either out of stock or massively more expensive than announced. This soured a lot of people and their lack of volume effectively stopped them from gaining any market share.
 
Is it partly due to their chips being included in almost all prebuilts? And the shitty ones at that, i.e. 3050s. Same with Intel CPUs, since OEMs all include their spontaneously combusting CPUs as well.
 
"prices for low to mid-range products have decreased"

The only good news from this if it actually becomes true or stays true. Cause that means the RTX 5060ti 16gb or 6060Ti 16gb would become cheaper.

Depending on how good this goes, the lowered 70s series might become somewhat affordable again so more people can go for the 5070/6070 instead of sticking with the 5060/6060s.
 
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adamsapple said:
Huh, I thought AMD was supposed to be on the upswing?
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They are every gen, but they still manage to do worse with each release. I hate it. And to the OP pretty much anyone who is not nVidia is irrelevant.

Why did AMD fail so hard this round? Supply and pricing? Or was it a lost cause already? It looked like they had a good product but then they were like fuck it lets rip people off instead of trying to make a move on market share.
 
Probably the only industry I want China to start dominating. Flood the world with cheap chips and get those prices back down to something I can actually afford.
 
Hawk The Slayer said:
"prices for low to mid-range products have decreased"

The only good news from this if it actually becomes true or stays true. Cause that means the RTX 5060ti 16gb or 6060Ti 16gb would become cheaper.

Depending on how good this goes, the lowered 70s series might become somewhat affordable again so more people can go for the 5070/6070 instead of sticking with the 5060/6060s.
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5070 Super is going to be 18GB and if the price becomes reasonable, it will be the card to get. And most likely 6070 will keep that VRAM size.
 
KungFucius said:
They are every gen, but they still manage to do worse with each release. I hate it. And to the OP pretty much anyone who is not nVidia is irrelevant.

Why did AMD fail so hard this round? Supply and pricing? Or was it a lost cause already? It looked like they had a good product but then they were like fuck it lets rip people off instead of trying to make a move on market share.
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By all retail metrics rdna4 has outsold 3 thus far in its lifecycle.
 
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My buddy is giving me his old 5950X / 3090 pc, I may upgrade to the 9070XT as it is an inexpensive upgrade. I will then sell the 3090.
 
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Celcius said:
What stopped you from going through with the purchase out of curiosity?
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I bought a 7800XT earlier this after I couldnt get my hands on a 4080 Super. Then the 50XX series launched and well, I sat that one out. I do want to get a 5070TI/80 Super but Im afraid Nvidia hasnt learned shit and I'll have to wait another year before they are ready and normally available.
 
Bojji said:
Hmmm...

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Every. Single. Time. It's the Radeon cycle.

- hyperbolic rumors about how fucking incredible the specs for Radeon++ are going to be

- it launches and falls short of the hype

- "NVidia might be winning now, but in a few years when games need more VRAM/we get Fine Wine drivers/games are optimized for AMD because of consoles, then it's really gonna shine and Nvidia owners will regret their choice"

- new GeForce comes out and takes a commanding lead

- "it's not fair to compare current gen Radeon against next gen GeForce, just wait till Radeon++ comes out"

- repeat
 
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Draugoth said:
The AI Bubble burst is going to tank Nvidia Stocks.
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There's not going to be a burst in a bubble that would tank Nvidia stock. Businesses may cut back on buying repackaged software slop that has an AI label slapped on it, but spending on the underlying compute technology is going to continue. The technology is viable and it's not going anywhere.
 
winjer said:
In the DIY segment, AMD was doing well, very competitive with nvidia sales.
But this is a tiny fraction of what the pre-built market is. In this segment, I bet it's even closer to the 100% for Nvidia.
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One big miss this gen from AMD is complete lack of mobile discrete RDNA 4 GPUs.

Thats a huge chunk of discrete GPU / gaming market and AMD is absent. It is kind if mind boggling. For all our complaints about Nvidia they released mobile chips quickly and are now at scale.
 
StereoVsn said:
One big miss this gen from AMD is complete lack of mobile discrete RDNA 4 GPUs.

Thats a huge chunk of discrete GPU / gaming market and AMD is absent. It is kind if mind boggling. For all our complaints about Nvidia they released mobile chips quickly and are now at scale.
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That is another market segment that AMD seems to have abandoned.
For laptops, they only make APUs to compete with Intel.
 
ReBurn said:
Businesses may cut back on buying repackaged software slop that has an AI label slapped on it, but spending on the underlying compute technology is going to continue. The technology is viable and it's not going anywhere.
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The technology is viable, but the usage is very questionable, and the running costs are well... insane. Investors are selling AI as the next revolution like the Internet but the biggest potential seems to be as crack for lonely people and internet memes. Generative AI is likely not going to be transformative as people think but it certainly came to stay. The next biggest revolution will be robotics in maybe 25-30 years.

ReBurn said:
There's not going to be a burst in a bubble that would tank Nvidia stock.
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It actually can, depends on a couple factors.
 
RDNA4 is excellent so its a shame that the fake pricing bullshit alienated so many people away again.

Also one thing to note about Intel is that the B580 still consistently sells out and Intel themselves have stated they are very happy with its performance, so unless if the entire company goes under I really don't think they are as much of a lost cause as people are acting like they are, they are still in an early growth phase and they likely don't anticipate much market share still.
 
Draugoth said:
The technology is viable, but the usage is very questionable, and the running costs are well... insane. Investors are selling AI as the next revolution like the Internet but the biggest potential seems to be as crack for lonely people and internet memes. Generative AI is likely not going to be transformative as people think but it certainly came to stay. The next biggest revolution will be robotics in maybe 25-30 years.



It actually can, depends on a couple factors.
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Yeah, market downturn can certainly seriously dent Nvidia valuation. I mean a good comparison would be Cisco around 1999-2000. Stock fell like 80%, and it's not like companies stopped buying Cisco gear in 2001.

The valuation didn't support the sales. AI spending is insane to the point that top infrastructure spenders bumped GDP several percentage points. That's not due to any productivity gains really, but more due to infra buildout.
 
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StereoVsn said:
It can certainly seriously dent it. I mean a good comparison would be Cisco around 1999-2000. Stock fell like 80%, and it's not like companies stopped buying Cisco gear in 2001.

The valuation didn't support the sales. AI spending is insane to the point that top infrastructure spenders bumped GDP several percentage points. That's not due to any productivity gains really, but more due to infra buildout.
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There's also the issue that silicon and transformer technology is at the limit. We gamers know it, because some games today actually look worse or about the same as the best games released in the PS4 Era. The same is already happening to LLMs, but trillion dollar companies can still eat up costs. NVIDIA GH200 pulls 0.9 kWh per hour (21.6 kWh/day) at max load, requires insane cooling and costs $55,000 a piece, hardware price and energy requirements keep increasing. Google AI Summary is actually damaging their main source of income, not by much, but they are, experts are telling this is not a good idea in the long run.

When the AI Bubble Burst, there will be very few players left, and I think there will be a major shift to local, less powerful LMs.
 
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