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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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To be fair, AMD is trying as hard as they can to not be appealing there. They inexplicably participate in the VRAM cartel when… they have no incentive to.
My theory is that they're just scared to annoy Nvidia too much. If they priced their GPUs so as to really increase their market share, Nvidia might retaliate. And Nvidia definitely has the deeper pockets. AMD has no chance to win a price war.
What's the VRAM cartel story? Think I missed that.
Basically, consumer VRAM is dirt cheap, not too far from DDR5 in $/gigabyte. And high VRAM (especially 48GB+) cards are in high demand.
But Nvidia charges through the nose for the privilege of adding more VRAM to cards. See this, which is almost the same silicon as the 5090: https://www.amazon.com/Blackwell-Professional-Workstation-Simulation-Engineering/dp/B0F7Y644FQ
When the bill of materials is really only like $100-$200 more, at most. Nvidia can get away with this because everyone is clamoring for their top end cards
AMD, meanwhile, is kind of a laughing stock in the prosumer GPU space. No one's buying them for CAD. No one's buying them for compute, for sure... And yet they do the same thing as Nvidia: https://www.amazon.com/AMD-Professional-Workstation-Rendering-DisplaPortTM/dp/B0C5DK4R3G/
In other words, with a phone call to their OEMs like Asus and such, Lisa Su could lift the VRAM restrictions from their cards and say 'you're allowed to sell as much VRAM on a 7900 or 9000 series as you can make fit." They could pull the rug out from under Nvidia and charge a $100-$200 markup instead of a $3000-$7000 one.
...Yet they don't.
It makes no sense. They're maintaining an anticompetitive VRAM 'cartel' with Nvidia instead of trying to compete.
Intel has more of an excuse here, as they literally don't manufacture a GPU that can take more than 24GB VRAM, but AMD literally has none I can think of.