NVIDIA has solidified its dominance in the discrete GPU market, capturing an overwhelming 94% share in the second quarter of 2025, according to a new report from Jon Peddie Research (JPR). This marks a significant increase from the previous quarter, with overall add-in board (AIB) shipments also seeing a healthy rebound.
Key Takeaways
- NVIDIA’s discrete GPU market share surged to 94% in Q2 2025, up from approximately 92% in Q1.
- AMD’s market share dropped to 6%, while Intel remained below 1%.
- Global AIB shipments increased by 27% quarter-over-quarter, reaching 11.6 million units.
- Tariffs and buyer anticipation of further price hikes contributed to increased demand and stock shortages for high-end GPUs.
NVIDIA’s Unprecedented Market Dominance
Jon Peddie Research’s latest report reveals that NVIDIA’s hold on the discrete GPU market has tightened considerably, reaching an impressive 94% market share in Q2 2025. This represents a 2.1% increase from the prior quarter, indicating a continued trend of NVIDIA capturing share from its competitors. AMD, meanwhile, saw its share decline to 6%, with Intel’s presence remaining negligible at less than 1%.
Market Rebound and Contributing Factors
The overall add-in board (AIB) market experienced a robust rebound in Q2 2025, with shipments climbing 27% compared to the first quarter to reach 11.6 million units. This figure also surpasses the 10-year seasonal average by 5.7%. The report suggests that the rollout of NVIDIA’s mid-range “Blackwell” GPUs has been a key driver for this growth, catering to a wider range of consumers. Conversely, AMD’s RDNA 4 lineup has primarily focused on the mid-range segment, potentially losing out on high-end sales to NVIDIA.
Pricing, Tariffs, and Consumer Behavior
An interesting observation from the report highlights unusual market behavior for the second quarter. While prices for mid-range and entry-level AIBs dropped, high-end GPU prices increased, leading to widespread stockouts at many retail suppliers. Jon Peddie, president of Jon Peddie Research, attributes this to a continuation of expected price increases due to tariffs, prompting buyers to purchase ahead of potential further hikes.
Future Outlook
With both NVIDIA and AMD largely having completed their current product rollouts, the market anticipates potential shifts with Intel’s upcoming “Battlemage” GPUs. However, NVIDIA’s current market penetration suggests a challenging road ahead for competitors aiming to regain significant market share. The report also noted that the AIB attach rate in desktop PCs increased to 154%, indicating a strong demand for dedicated graphics solutions.
