AMD and Intel claw back GPU market share as Nvidia loses ground, but still dwarfs both rivals with 92%

The latest report of the add-in-board (AIB) competitive landscape from JPR reveals that AMD grew its discrete GPU market share to 7 percent, up by 0.8 percent in Q3. Intel recorded a smaller 0.4 percent increase, bringing its share to 1 percent. Nvidia, however, retained its dominant position at 92 percent, down 1.2 percent.

As it stands, Nvidia still dwarfs AMD and Intel, with AIB total shipments expanding by 2.8 percent from the previous quarter to 12.02 million units, valued at US$8.8 billion.

Market dynamics: tariffs and panic buying

According to JPR, a larger market growth could have occurred in Q3 2025. GPU orders proved lower than expected as a consequence of unusually high shipments in the previous quarter of 2025. Q2 numbers were boosted by panic buying due to upcoming US tariffs.

The company also notes that CPU shipments increased 3.9 percent quarter-to-quarter to 19.2 million, even as they dipped 7.6 percent year-on-year.

AIB user base expected to grow through 2029

Looking ahead, JPR predicts that the global user base of AMD, Intel and Nvidia's AIB partners will reach 152 million units by 2029, with the discrete GPU penetration rate climbing to 120 percent. There could, however, be more panic buying on the horizon as multiple vendors are reportedly hiking prices for 2026 supply contracts.