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Latest GPU market analysis shows Nvidia losing ground to AMD — and Intel cracks the 1% share milestone for the first time

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The latest quarterly GPU market share figures have been released by specialist analyst outfit Jon Peddie Research (JPR). It observes that, during Q3 2025, the PC add-in-board (graphics card) market grew to 12.0 million units, which is 2.8% up vs the previous quarter. However, probably more interesting are the figures showing that AMD and Intel are gaining market share – at the expense of Nvidia, of course (as it is a three-horse race).

Nvidia still way ahead

Make no mistake, Nvidia’s market share still looks almost unassailable at 92% in Q3’25. It remains dominant and still makes some of the best graphics cards for gaming in 2025. But its position has slipped from 94% in the previous quarter.

Those are rounded figures, as the JPR news post says that Nvidia’s market share has decreased just 1.2% from the last to the current quarter. Nevertheless, more than nine out of 10 graphics cards sold are still Nvidia GPU-based, according to JPR’s figures.

JPR releases Q3'25 AIB report. https://t.co/nC72EmzQK3 pic.twitter.com/KzBWW9eHrMDecember 1, 2025

Tariff uncertainty made Q2’25 a bumper quarter, eating into the usual Q3 rise

Q3’25 still showed an uplift in graphics cards sold, but the increase was less than usual for the season. JPR says that the 2.8% increase recorded “was less than the historical 10-year average of 11.4% for this quarter.”

More importantly, the analysts think this can be explained by a wave of “panic buying because of the pending tariff,” occurring in Q2. Naturally, U.S.-based buyers shifted their AIB buying decisions forward due to looming tariffs creating retail pricing uncertainty.

Intel cracks 1% share

The shifting sands of the AIB market share have precipitated a milestone for Intel. While it is a Goliath of the PC CPU world, its AIB products are still minnows. At least now, it can hold its head high with a full 1% market share of the dGPU business.

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