NVIDIA Achieves Record 94% Market Share in AIB GPU Sector

According to the latest data from Jon Peddie Research (JPR), NVIDIA has reached a new milestone in the add-in board (AIB) GPU market, securing an impressive 94% market share in the fourth quarter of 2025. This represents a 1.6% increase from the previous quarter, setting a new record for NVIDIA in recent years.

In contrast, AMD experienced a 1.6% decline in its market share during the same period. This shift appears to have directly benefited NVIDIA’s partners, who saw increased shipments as a result. The overall AIB GPU market recorded sales of 11.5 million units in Q4 2025, which is a decrease of 500,000 units compared to the previous quarter. However, this figure marks a substantial 36% year-over-year growth from the 8.45 million units sold in Q4 2024.

JPR attributes the slight quarter-over-quarter decline in total AIB GPU shipments to several key factors. Rising memory prices and global tariffs have impacted the supply chain, leading to increased costs for discrete GPU solutions. The use of advanced memory technologies such as GDDR7 and GDDR6 has further contributed to higher prices, affecting overall shipment volumes.

Intel Maintains Steady Presence in the GPU Market

Intel’s share of the AIB GPU market remains stable at approximately 1%, consistent with its performance in the third quarter of 2025. Since the launch of its Arc “Alchemist” GPUs, Intel has maintained a single-digit market share, indicating steady demand among gamers. For Intel to expand its presence, the introduction of new GPU models—such as the anticipated “Battlemage” B770—will likely be necessary.

Shifting Dynamics Among GPU Vendors

The evolving market shares among GPU manufacturers reflect broader trends in the industry. AMD’s latest Radeon RX 9000 series supports technologies like FSR 4 “Redstone,” but older Radeon generations do not receive these updates. Additionally, AMD’s RDNA 4 architecture is currently positioned only in the mid-range segment, leaving NVIDIA without high-end competition this generation. Intel also faces challenges in the mid-range GPU market, suggesting that future product launches from both AMD and Intel could reshape the competitive landscape.

For now, NVIDIA continues to dominate the AIB GPU sector, driven by strong demand and a robust product lineup. As the market adapts to supply chain pressures and evolving technology, upcoming GPU releases from AMD and Intel will be closely watched for their potential to influence market dynamics in the coming years.