NuAxiSemiconductor trade intelligence

NVIDIA Grabs 94% AIB GPU Market Share, AMD Falls to 5%

What happened

Jon Peddie Research reports NVIDIA's AIB GPU market share reached a record 94% in Q4 2025, while AMD's share fell to 5%. Overall AIB GPU shipments declined sequentially to 11.5 million units, attributed to rising memory costs and tariffs. Neutral: This is a market share and shipment volume report with no direct, immediate price action triggers for component traders.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

AIB GPU

NVIDIA AMD Intel

market-shareshipment-volume

Source and time

Source: TechPowerUp · 3/6/2026 · View original source

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NVIDIA Grabs 94% AIB GPU Market Share, AMD Falls to 5%

What happened

Impact and signal

Affected components and suppliers

Source and time

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