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NVIDIA GPU market domination hits almost 100%, AMD dwindles, Intel non-existent
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this post was submitted on 03 Sep 2025
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Not as many as you’d think. The 5000 series is not great for AI because they have like no VRAM, with respect to their price.
4x3090 or 3060 homelabs are the standard, heh.
Their data centre division is pulling in 41 billion revenue vs 4 billion consumer market.
https://finance.yahoo.com/news/nvidia-q2-profit-soars-59-021402431.html
Yeah. What does that have to do with home setups? No one is putting an H200 or L40 in their homelab.
Does the original title mention home setups?
It mentions desktop GPUs, which are not part of this market cap survey.
Basically I don't see what the server market has to do with desktop dGPU market share. Why did you bring that up?
Who the fuck buys a consumer GPU for AI?
If you're not doing it in a home lab, you'll need more juice than anything a RTX 3000/4000/5000/whatever000 series could have.
Plenty. Consumer GPU + CPU offloading is a pretty common way to run MoEs these days, and not everyone will drop $40K just to run Deepseek in CUDA instead of hitting an API or something.
I can (just barely) run GLM-4.5 on a single 3090 desktop.
.... Yeah, for yourself.
I'm referring to anyone running an LLM for commercial purposes.
Y'know, 80% of Nvidia's business?
I've kinda lost this thread, but what does that have to do with consumer GPU market share? The servers are a totally separate category.
I guess my original point was agreement: the 5000 series is not great for 'AI', not like everyone makes it out to be, to the point where folks who can't drop $10K for a GPU are picking up older cards instead. But if you look at download stats for these models, there is interest in running stuff locally instead of ChatGPT, just like people are interested in internet free games, or Lemmy instead of Reddit.
The original post is about Nvidia's domination of discrete GPUs, not consumer GPUs.
So I'm not limiting myself to people running an LLM on their personal desktop.
That's what I was trying to get across.
And it's right on point for the original material.
I'm not sure the bulk of datacenter cards count as 'discrete GPUs' anymore, and they aren't counted in that survey. They're generally sold socketed into 8P servers with crazy interconnects, hyper specialized to what they do. Nvidia does sell some repurposed gaming silicon as a 'low end' PCIe server card, but these don't get a ton of use compared to the big silicon sales.
I wouldn't be surprised in the slightest if they are included in the list. I dunno, I'm not the statistician who crunched the numbers here. I didn't collect the data, and that source material is not available for me to examine.
What I can say is that the article defines "discrete" GPUs instead of just "GPUs" to eliminate all the iGPUs. Because Intel dominates that space with AMD, but it's hard to make an iGPU when you don't make CPUs, and the two largest CPU manufacturers make their own iGPUs.
The overall landscape of the GPU market is very different than what this data implies.
Well, it’s no mystery:
https://www.jonpeddie.com/news/q225-pc-graphics-add-in-board-shipments-increased-27-0-from-last-quarter/
It’s specifically desktop addin boards:
It is including workstation cards like the Blackwell Pro. But this is clearly not including server silicon like the B200, H200, MI325X and so on, otherwise they would have mentioned updates. They are not AIBs.
I hate to obsess over such a distinction, but it’s important: server sales are not skewing this data, and workstation sales volumes are pretty low. It’s probably a accurate chart for gaming GPUs.