Nvidia (NASDAQ: NVDA) is once again asserting its dominance in the global tech landscape. In the first quarter of 2025, the chipmaking giant captured a staggering 92% stock of the discrete GPU market, according to a new report from Jon Peddie Research.
This impressive lead reflects not only Nvidia’s overwhelming market control but also its accelerating momentum in artificial intelligence (AI), gaming, and next-generation data center technology.
The surge was driven largely by the successful launch of Nvidia’s RTX 50 series GPUs, which outpaced AMD’s later RDNA 4 release and left Intel’s Battlemage B-series with virtually no market traction.
While AMD fell to just 8% market stock and Intel to 0%, Nvidia expanded its presence by 8.5 percentage points quarter-over-quarter. In total, 9.2 million add-in-board GPUs were shipped in Q1, with Nvidia claiming the overwhelming majority.
Beyond consumer GPUs, Nvidia is also making bold strides in the high-stakes world of AI-driven data centers. In a late-May announcement, semiconductor startup Navitas Semiconductor (NASDAQ: NVTS) revealed it had been selected by Nvidia to collaborate on 800-volt high-voltage direct current (HVDC) infrastructure—critical for the data centers of the future.
These cutting-edge systems, expected to begin deployment around 2027, are designed to power the exponential growth of AI workloads and large language models.
The partnership news sparked a rally in Navitas stocks, which soared more than 18% in the last week alone. The company, known for its gallium nitride (GaN) and silicon carbide (SiC) semiconductor innovations, also announced a follow-up collaboration with BrightLoop to develop hydrogen fuel-cell chargers for agricultural machinery—another move that underscores the versatility and reach of Nvidia’s growing ecosystem.
Nvidia’s strength in the discrete GPU market contrasts sharply with broader PC hardware trends. Desktop CPU shipments declined 14.5% year-over-year in Q1, but Nvidia’s data center GPU sales rose 9.6%, underscoring the company’s leadership in AI infrastructure and high-performance computing.
Even as the discrete GPU market faces a projected -10.3% CAGR through 2028, Nvidia continues to outpace its competitors with innovation and strategic positioning.
Looking ahead, the installed base for discrete GPUs is expected to hit 130 million units by 2028, while total PC GPU shipments could reach 2.8 billion. If Nvidia maintains its current growth trajectory and expands its foothold in AI and energy-efficient infrastructure, it could remain the defining force in semiconductors for years to come.
With unmatched market stock, growing data center influence, and a robust AI pipeline, Nvidia remains a cornerstone stock in the evolving tech landscape—and one investors continue to watch closely.