Marina Lyubimova
⬤ Nvidia now controls more than four fifths of the chips sold for data-centre and AI work - at the start of 2021 it held only a quarter. Figures that run from the first quarter of 2021 to the third quarter of 2025 show the share rising in a straight, steep line as firms race to install AI hardware.
⬤ Once the clear leader in data centre processors, has lost share every quarter. AMD gained a little ground when the AI boom began - slipped back. By the third quarter of 2025 Nvidia owns the bulk of the market - Intel besides AMD together hold less than one fifth.
⬤ Buyers have changed what they order. Racks that used to rely on central processors now rely on graphics processors built for training models and for inference. Cloud operators plus large enterprises buy Nvidia parts almost by default and the share curve keeps climbing.
The AI shift is overturning the chip industry faster than most observers expected.
⬤ This concentration of demand is altering competitive rules. Nvidia's lead forces every competitor to rethink data centre design. As AI workloads expand, the lopsided market will shape hardware prices and corporate plans across the technology sector.
Marina Lyubimova
