NVIDIA Reaches 94% AIB GPU Share as AMD Slips to 5% in Q4 2025

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JPR says NVIDIA reached 94% of AIB GPU shipments in Q4 2025, while AMD fell to 5% and Intel held 1% amid higher memory costs and tariffs.

Quick Report

Jon Peddie Research data highlighted another quarter of heavy concentration in add-in-board GPU shipments, with NVIDIA at 94%, AMD at 5%, and Intel at roughly 1% for Q4 2025. Total AIB volume landed at about 11.5 million units, down sequentially from Q3 but still up strongly year-over-year, as memory pricing and tariff pressure continued to shape channel behavior.

The report context suggests the mix remains sensitive to both product positioning and supply economics. NVIDIA continues to benefit from broad portfolio momentum, AMD faces renewed pressure in discrete graphics share, and Intel remains stable but still in low-single-digit territory as it looks for broader design wins in future Arc generations.

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