In the first quarter of 2025, Nvidia achieved almost complete domination in the discrete GPU sector, getting over 92% share of the add-in-board GPU segment. JPR’s data showed that with an 8.5-point jump from the last quarter, Nvidia’s lead over rival companies AMD and Intel has grown much wider, up by around 47 points.

The rise in Nvidia’s stock is mainly caused by the introduction of the RTX 50 Series

Most of Nvidia’s increase in market share comes from the success of its new RTX 50 series, comprising the models RTX 5090, 5080, 5070, and 5070 Ti. People are buying these GPUs in huge numbers in Q1 2025 and the RTX 5070 is a favorite among mid-range buyers, thanks to its £500 price tag and a bundle that includes DOOM: The Dark Ages. 

On the other hand, since AMD launched the RDNA 4 GPUs toward the end of the quarter, they barely affected the Q1 results. After AMD’s claims of large shipments, it seems that the Radeon RX 9070 and 9070 XT were only sold in thousands worldwide. People weren’t impressed with the RX 9060 and 9060 XT in terms of performance and price which helped Nvidia’s market share grow. Intel’s Battlemage B-series GPUs which were introduced in late 2024, did not do well and their market share fell to nothing by Q1 2025. Because Battlemage GPUs did not offer major improvements over Intel’s previous GPUs, very few gamers and enthusiasts decided to use them.

The share of Nvidia’s AIB GPU increased by 8.5 points in this quarter, reaching 92% of the AIB graphics industry.

  • Within the system AIB GPU market, AMD has a share of 8% (which is 7.3 points lower than the previous quarter).
  • Intel had 0% of the AIB GPU market share this quarter (down by 1.2% from the last quarter)
  • There were 9.2 million units shipped in Q1 2025 by the AIB segment.

The graphical processing market for PCs also saw Nvidia pick up extra growth of 3.6% points. By comparison, AMD and Intel both lost shares of 1.6% and 2.1%, respectively.

Solid evidence reveals Gamer Demand for Popular GPUs. From Steam’s latest May 2025 survey, we see that Nvidia’s RTX 3060 and RTX 4060 are preferred the most by gamers and still lead the installed base in popularity. Even though it has been just released, the RTX 5060 Ti has already claimed 0.21% of the overall market, suggesting more people are using these new mid-ranged Nvidia cards.

The differences in the CPU and data center sector trends

Even though Nvidia is doing well with its gaming GPUs, the desktop CPU area is now seeing a decline of 14.5% compared to last year and 20.6% against the previous quarter. This drop in GPU adoption is different from the 9.6% rise in GPU shipments for data centers in Q1 2025 because firms are still relying on AI and machine learning applications. Even though Nvidia leads today, the discrete GPU industry has to deal with challenges ahead.

Study of how companies compare in the market

In Q1 2025, Nvidia gained most of the market because its new products and strategic pricing choices hit a chord with many people and gamers. Because of the RTX 50’s impressive speed and value, AMD’s temporary RDNA 4 and Battlemage B-series setbacks are no longer in the spotlight. The fact that AMD’s market share has dropped to 8% means they face some major difficulties in recovering their competitive position. Problems with AMD’s pricing and weak performance in vital areas have stopped it from fully exploiting the release of its new products.

The lack of a discrete GPU by Intel proves how tough it is for the company to battle those already established in the industry with better options. The fact that Nvidia holds 92% of the add-in-board GPU market in Q1 2025 proves that it is the most influential brand in discrete graphics. Powerful product releases, large numbers of gamers and rising GPU shipments to data centers are making sure Nvidia stays at the top. Still, the anticipated fall in the discrete GPU market over the next six years requires Nvidia and its rivals to handle challenging situations.

Neither AMD nor Intel is doing well in the market, as AMD needs to fix its pricing and performance and Intel needs to come up with a significant new product to join the competition. Meanwhile, as AI and integrated graphics are growing in the market, this encourages companies to develop new and different opportunities beyond usual discrete GPU sales.