Nvidia Dominates GPU Shipments With 94% Share (tomshardware.com)
- Reference: 0179007912
- News link: https://it.slashdot.org/story/25/09/04/1710210/nvidia-dominates-gpu-shipments-with-94-share
- Source link: https://www.tomshardware.com/pc-components/gpus/nvidia-dominates-gpu-shipments-with-94-percent-share-shipment-surge-likely-caused-by-customers-getting-ahead-of-tariffs
> The total number of GPUs sold for the second quarter of 2025 hit 11.6 million units, while desktop PC CPUs went up to 21.7 million units, according to a Jon Peddie Research report. This is a 27% increase in graphics card shipments and a 21.6% jump in CPU shipments from the last quarter, which is a change from the usual drop in deliveries we've seen in recent years.
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> "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," said Jon Peddie Research president Dr. Jon Peddie. "We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that."
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> As for the three major GPU manufacturers, Nvidia still has the lead, taking in 94% of the market -- an increase of 2.1% over the previous quarter -- while AMD is at a distant second place with 6%. This is still a much better position than Intel, though, whose market share is so small it did not even register on the chart.
[1] https://www.tomshardware.com/pc-components/gpus/nvidia-dominates-gpu-shipments-with-94-percent-share-shipment-surge-likely-caused-by-customers-getting-ahead-of-tariffs
Except none of them are actually being utilized... (Score:3)
Except none of them are actually being utilized in any productive way. They're a scam company and they're simply side-selling their product to other corporate customers. Taxpayers are the ones actually paying for this unproductive crap.
It just game out that almost half of Nvidia's sales are going to two customers building data centers. These data centers are being built with massive amounts of tax breaks and govt subsidies. So the govt gives Microsoft a bunch of free money to buy crap. They spend it on GPU's from NVidia. They hook them up, create scarcity in the energy markets and drive up the cost of living. And then they're reimbursed for their spending or allowed to use it to offset their tax burden. At this end of false supply chain is a pile of federal money being pushed through a private corporation while American consumers are frozen out of the market.
NVidia and it's relationships to the rest of the market is no longer plausible. It's clearly part of a cartel. Microsft, Apple and Facebook have been deliberately inflating this company via false scarcity and aggressive marketing. This just another example of circular revenue chains meeting govt subsidies.
Even if you take these scammers at their word, the reason for all of these GPU's for their data centers is so they can...checks notes...run chatbots? WTF? That's not remotely plausible. These products are not popular at scale and corporate oligarchs who are personally invested in the companies selling these products are forcing unproductive adoption on their companies in order to boost their personal investments. That's all we're seeing.
It's is a big club and we're not in it. NVidia, Apple, Microsoft, Google and Meta are bad actors. They are colluding with each other to manufacture metrics and falsify demand via circular revenue chains. They're all actively committing crimes against the American people for the sake of stock prices and energy market manipulation. It's disgusting and anyone promoting these fake products is to be ignored.
Re: Except none of them are actually being utilize (Score:2)
The AI datacenter buildout is being done almost exclusively with private equity. The federal government isn't funding it. Besides unless it ends up in Trump's pocket, the federal budget is being gutted.
Re: (Score:2)
I was going to reply to your points, but then I realized this is a Gish Gallop.
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It's called supply-chain-holism. It's how adults need to communicate nowadays. All business is essentially being done by vertical monopolies or corporate cartels. The idea is that NVidia really really wants to talk about their sales but they don't want to talk about who's buying them or what they're doing with them. That's because the answers are that they're essentially buying them from themselves and using them to create false scarcity.
Big tech cartels buying from other big tech cartels in order to creat
Surreal market dominance (Score:3)
I'm a bit baffled that there is so little market share for other players. AMD is only 6% and Intel is insignificant? It's like saying Toyota has 94% market share because their cars are so much better than everyone else. Is this all for the AI bubble, where Nvidia has the better software frameworks, akin the roads are made of Toyota only so you need to buy a Toyota if you want to go anywhere? What about video games market, which is the original market for Nvidia? I would assume that AMD has more than a tiny percentage, if only in consoles, but maybe that's not counted here. AFAIK PS5 uses an AMD GPU, while the Switch I and II use Nvidia.
My understanding is that the AMD and Intel GPUs give you better bang for your bucks than Nvidia, but Nvidia just dominates in raw performance. To go back to a car analogy, not everyone buys a hypercar, most folks want to buy a reasonably priced vehicle good enough for the job. I guess in that case that's the embedded video chip you find on most Intel, Apple and phone chips.
Re: Surreal market dominance (Score:3)
The vast majority of those cards are not being used as video cards. AMD and Intel still make those.
Re: Surreal market dominance (Score:2)
That report was about consumer grade GPUs.
Sure some 5900â(TM)s and 5800â(TM)s might be used in local inference tasks, but ai data centers are stocked with a a completely different set of GPU configurations that nothing in the article alludes to being included (H100â(TM)s or H200â(TM)s) for example.
So almost all the software (Score:2)
It's written for proprietary Nvidia apis. Nvidia has so much money that they will send engineers to you to provide millions of dollars worth of free support. Combine that with the huge lead in adoption for those proprietary apis and AMD has never been able to get a leg up.
That's on the server side, mostly machine learning, llms and what not. The same goes for workstations where all the software support is Nvidia because they can afford to give away tens of millions if not hundreds of millions of free su
Which is why I'm boycotting Nvidia (Score:3)
There's little need for newer Nvidia GPUs in competitive gaming anymore, we all run with our graphics settings tuned to performance mode anyways. All that eye candy doesn't help. Ray tracing is still basically unusable in many games as well. The price of the new cards is prohibitive and exploitive and the market is hostile to average consumers, my solution is to boycott the high end and look for deals in the middle and the used marketplace, for instance, just look at RTX 3090 prices. That a four year old card still costs more and outperforms most 50 series cars is a crime. Not to mention the lack of VRAM scandal. There's no point in even buying a 50 series card until the adequate VRAM versions are released. Nvidia is just toying with us. I'd much rather support AMD and Intel anyways, we need real competition for a functional free market, so I vote with my wallet.
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5070 seems pretty good if you can find one for a reasonable sale price, which seems to be happening occasionally as 5 series sales have slowed. But overall, the 5 series is a bust. They don't offer enough performance improvement over 4 series to make it worth switching from one to the other, so they are having a hard time selling it even to compulsive upgraders. Obviously they don't really care as the vast majority of their income comes from data centers.
I think the PC sweet spot for most people today is go
NVidia's open-source CUDA is why (Score:4, Interesting)
NVIDIA introduced CUDA (Compute Unified Device Architecture) in 2007 as a parallel computing platform and API that allowed developers to harness the power of GPUs for general-purpose computing. CUDA revolutionized computing by enabling massive parallelism, making GPUs ideal for scientific simulations, cryptography, machine learning, AI, and more. It provided accessible libraries and tools for developers in C, C++, Python, Fortran, and other languages. CUDA quickly became the backbone of GPU computing in academia and industry as a result of NVIDIA's open-source efforts.
18 years later, Intel has neither jumped on the CUDA bandwagon nor produced a compelling competing library. Intel in institutionally incapable of creating something like CUDA because it is too hard to tie future revenues to an effort like this.
NVidia bought into John Nickolls' vision. Intel completely missed this boat.
arc? (Score:1)
ive seen good reviews of arc cards (ing and dedicated) but intel seems to be going slow with them?
Yes, so? (Score:2)
Still not going to buy from those scammers.
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If you need to do ML training, you either need to buy from those scammers (not really sure how they are scamming) or you have a wild uphill ride because AMD are completely fucking insane and cannot give their arse with two hands and a map.
Here's how you start with Nvidia:
Get a GPU. Literally doesn't matter how. You can wander into CEX with a bunch of cash or provision a B200 on your cloud provider of choice or literally anything in between. Apt install the drivers. Pip install pytorch and it works.
For AMD:
W
Re: (Score:2)
Care to elaborate?
If it's just a scam of a price, everyone can mostly agree. But if it's not a scam on just the price - what's the problem?
As merely an end user primarily for gaming their products have been reliable for the four to six years I keep each model in service. Well except for the original RivaTNT that bricked itself the first time I ever tried a firmware update in my life. $99 gone, and that still bugs me.