According to the latest report from analyst firm Jon Peddie Research, NVIDIA's discrete GPU market share has solidified its position in another area, now standing at the top with 94% of all AIB shipments in Q2 2025. This represents a 2.1% increase compared to the prior quarter, during which the company maintained an equally impressive share of ~92%. However, at the same time, AMD lost that 2.1% share, which suggests that all the AIB sales that AMD lost have been redirected to NVIDIA. The rollout of mid-range "Blackwell" GPUs has supported the gain of market share, now covering all budget tiers for every gamer. Meanwhile, AMD has only catered to the mid-range gamer with the RDNA 4 lineup, hence losing the possible high-end GPU purchase to NVIDIA.

While the rollouts of current GPU generations are now complete, we expect to hear more from Intel soon, which now holds a market share of less than 1% among AIBs. Overall, the AIB GPU market appears to be in a healthy state, with a notable rebound to 11.6 million units in Q2. Traditionally, the second quarter has seen lower seasonality, but this quarter's recorded GPU shipments were up from the 10-year average of 5.7%. An interesting tidbit from the report comes from Dr. Jon Peddie, president of Jon Peddie Research: "AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock. This is very unusual for the second quarter. We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that."