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Nvidia now at 94% in latest JPR report

hyperseven said:
videocardz.com

NVIDIA secures 94% of AIB GPU market - VideoCardz.com

NVIDIA reaches 94% AIB GPU market share in Q4 2025, Jon Peddie data shows NVIDIA held 94% of the desktop add-in-board GPU market in Q4 2025, according to
videocardz.com videocardz.com

AMD losing market share, thought the 9000 sales were strong?
Click to expand...

Have to add this in too... :rolleyes:

videocardz.com

NVIDIA CEO Jensen Huang says supply scarcity is "fantastic" for the company - VideoCardz.com

Huang says scarce memory and wafers work in NVIDIA’s favor NVIDIA CEO Jensen Huang made an interesting comment this week during the Morgan Stanley
videocardz.com videocardz.com
 
hyperseven said:
videocardz.com

NVIDIA secures 94% of AIB GPU market - VideoCardz.com

NVIDIA reaches 94% AIB GPU market share in Q4 2025, Jon Peddie data shows NVIDIA held 94% of the desktop add-in-board GPU market in Q4 2025, according to
videocardz.com videocardz.com

AMD losing market share, thought the 9000 sales were strong?
Click to expand...
I don't why people are surprised by this anymore, Nvidia absolutely dominates OEM sales. Even if AMD and Intel commanded 100% of the DIY market, Nvidia would still have sold way more cards.

At this point, no one is going to break Nvidia's dominance other than Nvidia themselves by slipping up.
 
Not surprised as you barely find an AMD card in a laptop for example and the DIY market is minuscule in comparison. The graphics cards are also fighting for the same production allocations as consoles.

The last design to get decent marketshare was Polaris and that is because AMD made them at Global Foundries and had plentiful supply.
 
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For me, a good quality upscaler alone like DLSS is worth the £200 extra, but then I get frame gen, which I love, and an architecture that does RT better, which is becoming more important as time goes on.
 
Raiden85 said:
For me, a good quality upscaler alone like DLSS is worth the £200 extra, but then I get frame gen, which I love, and an architecture that does RT better, which is becoming more important as time goes on.
Click to expand...

This. AMD have dropped the ball and need to step up with some serious competition next gen otherwise they'll be just a CPU company, only making GPUs for consoles. I know there is a laud minority among tech forums still buying AMD GPU's because they wanna support the under-dog, or they believe they can immediately tell when DLSS is being used, but that's limited to forums. I have friends at work who have recently bought gaming PCs and they've never even heard of AMD GPU's. With their limited knowledge, they see a Ryzen CPU and an Nvidia GPU as being good and anything outside of that as bad.
 
no_1_dave said:
This. AMD have dropped the ball and need to step up with some serious competition next gen otherwise they'll be just a CPU company, only making GPUs for consoles. I know there is a laud minority among tech forums still buying AMD GPU's because they wanna support the under-dog, or they believe they can immediately tell when DLSS is being used, but that's limited to forums. I have friends at work who have recently bought gaming PCs and they've never even heard of AMD GPU's. With their limited knowledge, they see a Ryzen CPU and an Nvidia GPU as being good and anything outside of that as bad.
Click to expand...

Before AMD got their act together on CPUs most people won't have even looked at AMD and it was all about Intel inside.. Also back then maybe the Radeon name may have worked for their GPU side but again that is thanks to ATI with the ATI Radeon range they had. Now AMD are known for CPUs because of the Ryzen name. This is all related to the general none techy public of course, we all of us here live in another world and know all this as PC enthusiasts.

I still know people that ask what size is the Winchester in the computer.. How names stick, branding and word of mouth.
 
Not exactly surprised, AMD haven't launched anything in a manner to shift the needle

People like to pretend AMD smash it with launches like the 9070 and the 9070XT, while I own a 9070, I know AMD weren't doing anything for the mass market.

And when AMD do have some quality tier parts like the 8060S, laptop side it's nowhere to be seen but stupid devices
 
Calin Banc said:
You and 5 others won't pay, while 94 people will pay.
Click to expand...

Most people buy prebuilt PCs and have no clue about most of the features. As Nvidia massively out produces AMD in volume,by extension they dominate most prebuilt systems. Even in 2024,their TSMC purchases were twice that of AMD.

In many instances it isn't cheaper to buy a system with an AMD card,if you can even find one. Just look at Dell or HP worldwide as an example.

The last AMD design which was produced in volume and was actually found in laptops and desktops was Polaris which was produced at Global Foundries.In Asia,for example,it's much harder to find AMD cards even in computer stores.

It's the same reason why Intel still sells more CPUs than AMD. They make more CPUs and can provide more volume to system integrators.


ICDP said:
Two letters. AI
Click to expand...

It's fab capacity. AMD can't even beat Intel in CPU volume,despite being better in most areas. Until they can buy more TSMC capacity or try to second source from Samsung,then they simply will be capacity limited.

This was in 2022:

1759061208589


Nvidia is now bigger than Apple:
www.techpowerup.com

NVIDIA Beats Apple to Become TSMC's Largest Customer

According to news out of Taiwan, NVIDIA has overtaken Apple, to become TSMC's largest customers based on revenue. Although TSMC never mentions specific customers in its financial reports, but rather goes with terms like "client A" and "client B", NVIDIA CEO Jensen Huang let slip that NVIDIA is...
www.techpowerup.com www.techpowerup.com
 
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CAT-THE-FIFTH said:
Most people buy prebuilt PCs and have no clue about most of the features. As Nvidia massively out produces AMD in volume,by extension they dominate most prebuilt systems. Even in 2024,their TSMC purchases were twice that of AMD.

In many instances it isn't cheaper to buy a system with an AMD card,if you can even find one. Just look at Dell or HP worldwide as an example.

The last AMD design which was produced in volume and was actually found in laptops and desktops was Polaris which was produced at Global Foundries.In Asia,for example,it's much harder to find AMD cards even in computer stores.

It's the same reason why Intel still sells more CPUs than AMD. They make more CPUs and can provide more volume to system integrators.




It's fab capacity. AMD can't even beat Intel in CPU volume,despite being better in most areas. Until they can buy more TSMC capacity or try to second source from Samsung,then they simply will be capacity limited.

This was in 2022:

1759061208589


Nvidia is now bigger than Apple:
www.techpowerup.com

NVIDIA Beats Apple to Become TSMC's Largest Customer

According to news out of Taiwan, NVIDIA has overtaken Apple, to become TSMC's largest customers based on revenue. Although TSMC never mentions specific customers in its financial reports, but rather goes with terms like "client A" and "client B", NVIDIA CEO Jensen Huang let slip that NVIDIA is...
www.techpowerup.com www.techpowerup.com
Click to expand...

I guess allocation is based on volumes expected to sale + how much you're willing to pay for that allocation.
Let's not forget they had their own fab. Business was done so well they don't have it anymore. :D

Frankly, AMD/ATI can't be in any better place than it is now considering the track record.
 
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CAT-THE-FIFTH said:
It's fab capacity. AMD can't even beat Intel in CPU volume,despite being better in most areas. Until they can buy more TSMC capacity or try to second source from Samsung,then they simply will be capacity limited.
Click to expand...

Calin Banc said:
I guess allocation is based on volumes expected to sale + how much you're willing to pay for that allocation.
Click to expand...
It is almost like AMD don't care.
There was some trauma about when they were almost bankrupt and having to sell off $65 million of unsold APUs. Peanuts now but very significant back then and ever since they seem to have been so conservative at buying and stock that they often have the opposite problem: demand but no supply. At least that is how it appears.

Of course the "margins over everything" strategy also means they'd rather not sell GPUs. I mean they spend $10s or $100 million designing them, mess up the launch (mostly drivers missing a feature which comes along a few months later, plus waiting until after Nvidia launch so they can "under-cut by 5%" and call it a day), and then sell next to nothing.

Whether $10s of millions of $100 million, the simple logic of:
  • profit = sale price less production cost less fixed design costs
always ends up poor as they do not spread their fixed costs over a large enough volume.
However, what they do sell has a higher margin (especially if they can hide the R&D somewhere). All a bit stockmarket manipulation and short-term thinking.

Margins are probably also why they won't even consider a volume part made using Samsung's cheaper 4nm/5nm nodes. AMD simply see no value in building up OEM relationships with parts which "only" have 40% margin etc. Crazy - although this year DRAM and NAND prices might kill all budget offerings anyhow but that is pure coincidence and certainly not some brilliant AMD strategy.

I suspect now (2024 until 2028 or so) 95% of the GPU groups resources are going into AI with 4.9% to the next console and 0.1% to gamers, APUs etc.
 
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