NVIDIA has solidified its dominance in the Add-in Board (AIB) GPU market, achieving an unprecedented 94% market share in the fourth quarter of 2025. This significant surge, a 1.6% increase from the previous quarter, marks a new all-time high and pushes competitor AMD down to a mere 5% share. The overall AIB GPU market saw 11.5 million units shipped in Q4 2025, a slight decrease from Q3 but a substantial 36% increase year-over-year.
Key Takeaways
- NVIDIA’s market share in the AIB GPU sector reached 94% in Q4 2025.
- AMD’s market share declined to 5% in the same period.
- Intel maintained its 1% market share.
- Total AIB GPU shipments for Q4 2025 were 11.5 million units, a 36% increase year-over-year.
- Rising memory prices and tariffs are cited as factors impacting overall AIB shipments.
NVIDIA’s Unrivaled Dominance
Jon Peddie Research (JPR) reports indicate that NVIDIA’s market share has climbed to 94% in Q4 2025, a notable increase from the previous quarter. This expansion comes at the expense of AMD, whose market share has fallen to 5%. Intel’s presence in the discrete GPU market remains minimal, holding steady at 1%.
Market Dynamics and Contributing Factors
The AIB GPU market shipped 11.5 million units in the final quarter of 2025. While this represents a slight decrease from the preceding quarter, it signifies a significant 36% growth compared to the same period in 2024. JPR attributes the quarter-over-quarter dip in shipments to escalating memory prices and tariffs impacting the global supply chain, which in turn drives up the cost of discrete GPUs utilizing advanced memory technologies like GDDR7 and GDDR6.
AMD and Intel’s Challenges
AMD’s declining market share is partly attributed to strategic decisions, such as limiting support for newer technologies like FSR 4 “Redstone” to its latest Radeon RX 9000 series cards and focusing its RDNA 4 architecture primarily on the mid-range segment, leaving a gap in high-end competition against NVIDIA. Intel, while showing stable demand for its Arc GPUs, needs to introduce more diverse product designs, potentially with its upcoming “Battlemage” series, to significantly impact market share.
Future Outlook
JPR forecasts a challenging future for the AIB GPU market, projecting a negative compound annual growth rate of -5.9% from 2024 to 2028. Despite this, the installed base of AIBs is expected to reach 172 million units. The ongoing issues of rising memory prices, tariffs, and potential supply chain disruptions continue to put pressure on the market, particularly affecting the affordability of mainstream gaming PCs.
Via JPR
