Absolute power! NVIDIA graphics cards conquered 94% of the market in 2025
Absolute Power! NVIDIA Graphics Cards Captured 94% of the Market in 2025
Jon Peddie Research's latest numbers are blunt: by Q4 2025 NVIDIA commanded about 94% of the discrete GPU market. Hard to ignore — that’s not just growth, it's market concentration on a scale that makes you squint.
Over the year the "greens" picked up roughly 10 percentage points, largely at the expense of AMD (now down to ~5%). Intel barely registers in this arena — around 1% — which says a lot about how the battleground has shifted, vs. how it looked a few years back.
Shipments of discrete cards dropped by the end of the quarter. Several pressures collided: rising prices, a chronic memory shortage (e.g., DRAM/NAND supply tightness), and new tariffs applied late in 2025 that squeezed manufacturers’ margins. The headwinds didn’t let up as 2026 began.
Analysts are warning the PC/discrete GPU market could shrink by nearly 10% over the year — a projection that feels plausible, though not inevitable. If you’re watching supply chains, pricing, or competitive moves, expect volatility (i.e., more surprises) rather than a neat recovery.