Nvidia is continuing its unstoppable expansion in the discrete GPU segment, managing to claim even more market penetration than in previous years. According to consulting firm Jon Peddie Research, the Green Team is now controlling a 94% market share, marking a 2.1% uptick compared to last quarter.
There’s only one feasible competitor, meaning AMD has lost 2.1% market share, while Intel remains effectively absent with 0% share. Despite well-received launched of 90 Series cards, this means AMD’s market share remains a mere 6% as Team Red continues to struggle to make meaningful inroads against Nvidia’s Blackwell bulldozer.
It seems that Nvidia’s GeForce RTX 50 Series performance and features have a strong impact on user decisions, with RTX 5090 continuing to set a high benchmark nobody else can match. Since the top dog’s arrival in January of this year, more affordable mid- and entry-level RTX 50 Series GPUs have helped extend Blackwell’s presence to every meaningful tier. The brand’s name is likely playing a role too, attracting a new generation of gamers who may base their purchases solely on brand recognition.
Highlighting Nvidia’s supremacy, AMD is completely absent from the high-end segment, leaving GeForce uncontested in the ultra-premium space. Intel, similarly, is only playing in the mid-range arena, represented mainly by the Arc B580. While offering stronger GPUs isn’t a silver bullet, competition at the bleeding edge is sorely lacking. At this rate, it seems only a matter of time until Nvidia captures complete control of the market, which is not good news for consumers and market health.
According to Dr. Jon Peddie, president of Jon Peddie Research, these market dynamics are partly fuelled by price drops and tariff fears, as users scrambled to get a GPU while availability lasted.
“AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock. This is very unusual for the second quarter,” said Dr. Peddie. “We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that.”
Overall, the growth of the global graphics add-in board market has reached 11.6 million units in Q2 2025, a 27% increase compared to the first quarter. The report also indicates that the AIB attach rate in desktop PCs for the quarter has increased to 154%, up 2.3% from last quarter. Lastly, CPU shipments have reached 21.7 million units, marking a 21.6% increase quarter-to-quarter, but still down 4.4% year-over-year.
Considering both Nvidia and AMD have pretty much completed their current-gen rosters, the next market shift is unlikely to occur before the launch of next-gen hardware. Mid-cycle discounts could push the needle one way or the other, but it’s going to take something seismic from next-generation AMD UDNA or Intel Celestial to reverse the trend.
