Nvidia has expanded its lead in the add-in-board GPU sector, with Jon Peddie Research reporting that Nvidia’s market share reached 94% in Q4 2025. This represents a 1.6% rise from the previous quarter and marks a new all-time high in recent reports, underscoring Nvidia’s dominant position among discrete GPU suppliers. The gains appear to have come largely at the expense of AMD, whose diminishing presence in the segment contrasts with sustained demand for Nvidia-based cards.
AMD’s share of the AIB GPU market has been declining, with a 1.6% decrease that appears to have benefited Nvidia’s partners and their shipments. Overall, JPR records indicate that the AIB GPU market sold 11.5 million units in the final quarter of 2025, a reduction of half a million units from Q3, but a significant 36% increase compared to 8.45 million units in the final quarter of 2024. JPR attributes the slight decline in overall GPU AIB shipments to rising memory prices and tariffs affecting the global supply chain, which have driven up the costs of discrete GPU solutions that use expensive GDDR7 and GDDR6 memory. These cost pressures are weighing on unit volumes even as demand remains higher than a year earlier.
Intel’s market share in AIB GPU shipments remains steady at around 1%, consistent with its performance in Q3 2025 when the company achieved its first single-digit percentage since launching its Arc ‘Alchemist’ GPUs for gamers. This indicates that Intel’s progress is stable, with demand remaining consistent as gamers continue to choose Intel GPUs at the same rate as before. For Intel to break out of the single-digit bracket, the company likely needs more GPU designs, with expectations around future products such as the ‘Battlemage’ B770 graphics card playing a key role in any potential market share expansion.
