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Nvidia Commands 94% of Discrete GPU Market as Q2 Shipments Surge

Jon Peddie Research links the unusual spike to buyers pulling forward purchases to avoid U.S. tariffs, creating high-end shortages and price hikes even as midrange prices eased.

AMD Radeon GPUs are getting battered by Nvidia despite 9070 XT release
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AMD's RX 9070 and 9070 XT GPUs have been very well received. But going by all the available data, it looks like AMD is only making them in very small numbers.

Overview

  • Global add-in-board GPU shipments rose 27% quarter over quarter to about 11.6 million units in Q2 2025, according to Jon Peddie Research.
  • Nvidia captured roughly 94% of the discrete GPU market in the quarter, with AMD at about 6% and Intel effectively absent.
  • JPR attributes the surge largely to pre-tariff buying, a dynamic that pushed up high-end card prices and left many retailers out of stock.
  • Prices diverged across segments, with midrange and entry-level GPUs declining even as premium models increased in price.
  • The report notes the desktop AIB attach rate rose to 154% and forecasts a -5.4% CAGR for 2024–2028, projecting a 163 million installed base and 87% desktop penetration for discrete GPUs within five years.