TECH NEWS — Under Jensen Huang’s leadership, Nvidia’s grip on discrete graphics has swollen to levels many would call dangerously concentrated.

Jon Peddie Research (JPR) has released its Q2 2025 report on add-in-board (AIB) GPUs, showing shipments surged 27% quarter over quarter, with data-center GPU shipments up 4.7%. JPR’s outlook calls for a -5.4% CAGR for AIBs across 2024–2028. Over that span, the installed base of discrete GPUs is expected to reach 163 million units, and within five years 87% of desktop PCs should carry a standalone graphics card—driven by gaming, pro workloads, and AI use cases.

In Q2 2025, Nvidia commanded a towering 94% share of the discrete GPU market (+2.1 pts Q/Q). AMD slipped to 6% (-2.1 pts), while Intel remained at 0%. Bolstered by strong demand for GeForce RTX 5000-series boards, Nvidia’s gaming segment hit record revenue, and momentum is expected to continue into the holiday quarter.

JPR adds that new U.S. tariffs triggered panic buying: prices climbed at the high end and inventories thinned out. Entry- and mid-range cards remain cheaper, but shifting regional tariffs are pushing many buyers to upgrade now while prices are still tolerable. The overall AIB desktop attach rate climbed to 154% for the quarter (+2.3 pts Q/Q). Meanwhile, the desktop CPU market fell 4.4% year over year but jumped 21.6% sequentially.

Looking ahead, neither Nvidia nor AMD is slated to roll out major product changes in the coming months; the lone wild card could be Intel with a larger Battlemage option.

Source: WCCFTech